RangerMSP Business Automation for successful ITs

 
November 15th, 2016, 01:21 AM
KarinC
 
Posts: 44
Hi
Is it possible to send each customer a scheduled report of their charges.
I have the charges by account but am not sure how would limit it to a specific customer to be sent on a schedule?
Thanks
 
November 15th, 2016, 06:06 AM
Support Team
 
Posts: 7,413
Sure, using Report Scheduler for Customers you can define one of the Charge Reports as a Scheduled Customer Report, select a date range (e.g. Last Week/This Week/Last Month etc.) and then subscribe the relevant customers to this report using the Scheduled Reports tab under the Account. Each subscribed customer will get their very own scheduled report sent to them.

For full instructions about configuring and using Report Scheduler for Customers please review the following article:
Scheduling a Report for Customers.

Hope this helps.
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