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How to run Reports using Tasks in GolfNow Reservations 2015

How to email reports using Tasks

In this tutorial you will learn how to email reports from the tasks feature

  1. Go to setup Reports |Tasks
  2. Click Tasks
    Screen Shot 2014-11-25 at 12.44.06 PM
  3. Click New to create a new task.
    Screen Shot 2014-11-25 at 12.44.12 PM
  4. Name the Task you want to run for this example we will use “Close” as the name then add a description.
    Screen Shot 2014-11-25 at 12.44.17 PM
  5. Click Reports tab and click add to add the Reports to the Task
    Screen Shot 2014-11-25 at 12.44.22 PM
  6. Select the report from the pop up.
    Screen Shot 2014-11-25 at 12.44.28 PM
  7. If you wish to run for certain departments do so by using the filter view and sales
    Screen Shot 2014-11-25 at 12.44.34 PM
  8. Under the Action Tab is where you select the action (Email) and the format then add the Email and subject and Body of the Email.
    Screen Shot 2014-11-25 at 12.44.39 PM
  9. Add the Email and Subject and body to the email for the reports
  10. Click Save changes
  11. There is two ways you can activate the report to be sent.
    1. Click Run
    2. Right click on the Task and run. You can also edit the task by right clicking.
      Screen Shot 2014-11-25 at 12.44.44 PM
  12. Click Run once the Run task box is open
    Screen Shot 2014-11-25 at 12.44.50 PM
  13. Click Close when complete.
  14. Close Tasks Window

How to Export reports using Tasks

In this tutorial you will learn how to export reports from the tasks feature

  1. Go to setup Reports |Tasks
  2. Click Tasks
    Screen Shot 2014-11-25 at 12.44.55 PM
  3. Click New to create a new task.
    Screen Shot 2014-11-25 at 12.45.00 PM
  4. Name the Task you want to run for this example we will use “Close” as the name then add a description.
    Screen Shot 2014-11-25 at 12.45.06 PM
  5. Click Reports tab and click add to add the Reports to the Task
    Screen Shot 2014-11-25 at 12.45.11 PM
  6. Select the report from the pop up.
    Screen Shot 2014-11-25 at 12.45.16 PM
  7. If you wish to run for certain departments do so by using the filter view and sales
    Screen Shot 2014-11-25 at 12.45.22 PM
  8. Under the Action Tab is where you select the action (Export) and the format then add export them to a location on the computer (Select the location under the Action settings by clicking browse..), this is where you also select the format that you export them.
    Screen Shot 2014-11-25 at 12.45.25 PM
  9. To export to a folder click Browse…
  10. Navigate to the folder you wish to save to or click “Make new Folder” to create a new folder where you would like it.
    Screen Shot 2014-11-25 at 12.45.32 PM
  11. Click OK
  12. Click Save Changes
  13. There is two ways you can activate the report to be sent.
    1. Click Run
    2. Right click on the Task and run. You can also edit the task by right clicking.
      Screen Shot 2014-11-25 at 12.45.39 PM
  14. Click Run once the Run task box is open
    Screen Shot 2014-11-25 at 12.45.45 PM
  15. Click Close when complete.
  16. Close Tasks Window

How to Export and Email reports using Tasks

In this tutorial you will learn how to export and email reports from the tasks feature

  1. Go to setup Reports |Tasks
  2. Click Tasks
    Screen Shot 2014-11-25 at 12.45.51 PM
  3. Click New to create a new task.
    Screen Shot 2014-11-25 at 12.45.56 PM
  4. Name the Task you want to run for this example we will use “Close” as the name then add a description.
    Screen Shot 2014-11-25 at 12.46.02 PM
  5. Click Reports tab and click add to add the Reports to the Task
    Screen Shot 2014-11-25 at 12.46.09 PM
  6. Select the report from the pop up.
    Screen Shot 2014-11-25 at 12.46.14 PM
  7. If you wish to run for certain departments do so by using the filter view and sales
    Screen Shot 2014-11-25 at 12.46.20 PM
  8. Under the Action Tab is where you select the action (Export & Email) and the format then add export them to a location on the computer (Select the location under the Action settings by clicking browse..), this is where you also select the format that you export and email them.
    Screen Shot 2014-11-25 at 12.46.24 PM
  9. To export to a folder click Browse…
    Screen Shot 2014-11-25 at 12.46.30 PM
  10. Navigate to the folder you wish to save to or click “Make new Folder” to create a new folder where you would like it.
    Screen Shot 2014-11-25 at 12.46.35 PM
  11. Click OK
  12. Add the Email and Subject and body to the email for the reports
    Screen Shot 2014-11-25 at 12.46.42 PM
  13. Click Save Changes
  14. There is two ways you can activate the report to be sent.
    1. Click Run
    2. Right click on the Task and run. You can also edit the task by right clicking.
      Screen Shot 2014-11-25 at 12.46.48 PM
  15. Click Run once the Run task box is open
    Screen Shot 2014-11-25 at 12.46.53 PM
  16. Click Close when complete.
  17. Close Tasks Window
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