Select Report

Reports

New Subscription Wizard - Select Report

The Subscriptions functionality allows you to set up a certain report to run at regular intervals. The New Subscription Wizard has five tabs:

Select Report - Choose a BuildPro report
Parameters and Format - Choose report filters and output format (HTML, PDF, or Excel)
Schedule - Choose how often the report is run
Delivery Options - Enter email addresses of people who will receive the report
Other Settings - Enter a name for your report subscription

The BuildPro reports are listed in four groups. Within each group, the reports are listed alphabetically.

Schedule Reports
Activity Reports
Contact Information
Financial Reports

To select a report for subscription:

Scroll down through the reports. The reports are listed as described above.
Click on a report name. The name highlights in gray.
Click the Next button to move forward to the next tab.
Click Cancel to close the subscription without saving any changes.

After you pass a tab section in the wizard, you can go back to that tab by clicking the Back button or by clicking on the tab. If you come back to the Select Report tab and choose a different report, you must enter new information on the Parameters and Format tab to complete the subscription for that report.