Step 1: Create a Subscription Schedule - Indicate the report occurrence by selecting between Day, Week or Month - Identify the time of day in which the user would want the report trigger to occur - Choose a Beginning Date (this will default to the day in which the user is creating the Report Subscription - users are welcome to change) and an End Date. End Date can be determined by indicating a number of occurrences the user would like the report to run, or by providing the system an End Date
Step 2: Select Your Parameters - The user will determine whether the report should run for a previous number of days, for the previous calendar week or specifically between two dates.
Step 3: Select Your Report Delivery Options - Tell the system who the report should be sent to. Enter e-mail addresses in the space provided (remember to separate each e-mail address with a semi-colon [;] and a space). - Indicate the format of the report by selecting from the drop- down provided (Excel, CSV, PDF, etc.). - Click “ Save Subscription ” to complete the subscription creation process. The user will be brought to the “ Tools ” tab of the Report Center . This will list all Report Subscriptions created by the user. The user may Run any of these subscriptions in real-time, select to Edit the subscription if any modifications need to be made, or simply Delete any of the Report Subscriptions , if required.
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MySEKO Harmony • User Guide • Page 26
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