Schedule and Send the Multicompany Analysis Report

Specify a schedule to run the Multicompany Analysis report and send it as an attachment for an email message.

To schedule and send the report:

  1. From the Vision Navigation menu, click Utilities > Advanced Utilities > Multicompany Analysis.
  2. Click the Schedule Analysis button.

    If you use the Vision Cloud product, continue with step 3.

    If you use the Vision on-premises product, go to the scheduling options in step 7.

  3. On the Send Email dialog box, specify the recipients, subject, and message contents.
  4. In the File Type field, select a file output format for the report.
  5. If you want to send a link by email that requires recipients to log in to Vision to access the report, choose HTTP link to report output and enter in Archive Hours the number of hours to keep the report active.
  6. Click the Schedule button.
  7. On the Schedule dialog box, configure the options to schedule the report to run at a later time or set the recurrence to run at specific schedules. For more information, see Schedule Dialog Box.
  8. Click OK.
Parent Topic: How to...