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How do I set up Reporting Jobs?
Reporting Jobs allow you to schedule a report or a group of reports to run automatically. You can also create and save jobs to run manually as needed. Follow the instructions below to create or edit Reporting Jobs: 1. Log into SiteLink Corporate Control Center. 2. From the Site Setup tab, click Report Scheduler. 3. Click…
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Report Scheduler: Best practices and troubleshooting
Do you need to create or make changes to Reporting Jobs? You can find instructions in our article: How do I set up Reporting Jobs? Report Scheduler best practices Reports that are set to run at a given time will be queued for processing. We recommend the following best practices when setting up Reporting Jobs in order to…
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SiteLink reports
You can find instructions to run reports in our article: How do I run reports? You can also find a full walkthrough of reports in our course: SiteLink - Reporting And Accounting Training. Types of reports Standard reports There are a number of standard reports available to all SiteLink customers which provide information…
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How do I run reports?
You can run reports by logging into individual locations from SiteLink Web Edition or, if you have access to Sitelink Corporate Control Center, you can access reports for all locations associated with your company. A full list of standard reports is available in our article: SiteLink Reports. If you would like to schedule…
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Where can I find a record of changes made to SiteLink settings?
This feature will be available on May 4, 2021! Run a live update to apply these changes once they are available. Your Exceptions report gives you the ability to track changes made to your software settings and gain visibility into who at your company made those changes so you can react as you see fit for your business. If…
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How to make custom reports available to users
If you have custom reports and you’d like more software users at your company to be able to view them, you can edit your Security Levels to ensure users have the appropriate permission to view them. To give users permission to view reports: * Access Corporate Control Center and open your Security Levels. *…