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  • Steve reviews his monthly activities and finds out that this month is going to be tough, as except for his regular tasks there is some extra ad-hoc work
  • I have so much to do by the end of the month... Is there any chance I can automate regular reporting, so I won't be so pressed for time?
  • February
  • Steve tries to identify ways to minimize his working routine by automating some of his monthly reporting activities
  • Let's see what we have here... Reporting module... Scheduled Reports - seems to be it!
  • Steve automates his regular monthly reports and wonders how he can get them out of the system at the end of the month
  • Financial Monitor, ... Budget on Track... done... seems to be pretty easy. Just wondering what if I want to download them...
  • Financial Monitor
  • Subscriber Activities
  • Budget on Track
  • .......
  • Steve finds out that there is an option to save scheduled reports locally in different formats
  • There is an option to save them locally, even in different formats... That is super convenient!
  • Steve is satisfied, reports are scheduled and automated. Though, he starts to wonder how he can be certain that everything is smooth and there will be no surprises at the end of the month
  • So far, so good... Reports are scheduled, let's see what we get the next month. Though, how I can be certain that I would get what I want at the end of the month, there are no service interruptions etc... Hmmmm??!
  • Steve adds up some alerts for his scheduled reports, so that he is aware of how things are progressing
  • Ahh, there is an option to set up alerts... Great! I can use it, for sure, too!
  • Alerts
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