Configuring Auto-Downloads for Reports

Configuring Auto-Downloads for Reports


1. Navigate to the 'Report Manager' page (Setup > Report Manager )

2. Select 'Report Manager' tab




3. Find the report you would like to auto-download. Select the drop-down box under 'Actions' and choose 'Auto-Download'

4. Select the Computer you would like to the report to download to


5. Go to the Auto Download Tab on the Top Bar.


6. Click the DataSync where the report will be downloaded and click "Select Action-> Edit"


7. Select the folder you want the reports to download to from 'Client Path' drop-down, select the desired file format, and frequency of download


8. Click 'Save' 

You have successfully configured auto-download for reports.

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