All Jobs Report Builder

This guide will walk you through the process of utilizing the All Jobs Report Builder feature in Fyxt

1. Introduction

Begin by selecting the Build Report option
Introduction

2. Configure and name your report

Name and define your report's criteria.
Configure and name your report

3. Schedule the report

Select the toggle to enable the report's scheduler
Schedule the report

4. Click here

Identify the first delivery date, delivery frequency, and recipients. Fyxt will also display a table of the next 3 upcoming deliveries to help ensure your schedule is configured as intended.
Click here

5. Save the report

Finalize the report by clicking Save & Schedule
Save the report

6. Accessing Saved Reports

Access and manage all Saved Reports here.
Accessing Saved Reports

7. Click to manage any report

Any Saved Report can be selected. Using the 3 dot menu, you can refer to the delivery history of any report, referencing delivery dates and recipients. Fyxt also allows you to download any of the previously delivered reports.
Click to manage any report

8. Modifying Saved Reports

All Saved Reports can have their criteria referenced or modified at any point.
Modifying Saved Reports
Thank you