Step 3. Actions on a report

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In the Action to apply to reports window, specify the following settings:

• Send reports by email

  If this option is enabled, the application sends generated reports by email.

  You can configure the report sending by email by clicking the Email notification settings link. The link is available if this option is enabled.

  If this option is disabled, the application saves reports in the specified folder to store them.

  By default, this option is disabled.

• Save reports to shared folder

  If this option is enabled, the application saves reports to the folder that is specified in the field under the check box. To save reports to a shared folder, specify the UNC path to the folder. In this case, in the Selecting an account to run the task window, you must specify the user account and password for accessing this folder.

  If this option is disabled, the application does not save reports to the folder and sends them by email instead.

  By default, this option is disabled.

• Overwrite older reports of the same type

  If this option is enabled, the new report file at each task startup overwrites the file that was saved in the reports folder at the previous task startup.

  If this option is disabled, report files will not be overwritten. A new report file is stored in the reports folder at each task run.

  The check box is available, if the Save report to folder is selected.

  By default, this option is disabled.

• Specify account for access to shared folder

  If this option is enabled, you can specify the account under which the report will be saved to the folder. If a UNC path to a shared folder is specified as the Save report to folder setting in the Action to be applied to report window, you must specify the user account and password for accessing this folder.

  If this option is disabled, the report is saved to the folder under the account of Administration Server.

  The check box is available, if the Save report to folder is selected.

  By default, this option is disabled.

When you save or send a report as an XLS file, all related images, such as the logo and datagram, are saved as separate files.

Click Next to proceed to the next step.