Scheduling Receipts Through Advisor

How to Schedule Receipts Through Advisor:

In order to set up your Receipts to be scheduled through Advisor (Automated Report Service) you first need to verify that your Advisor is up and running.  Click here to learn how to do that.

•  Go to Tools -> Administration -> Automated Report Service
•  Select the "New.." button from the bottom left corner.
• The Automated Report Editor will pop up.  
• This Screen has 3 tabs which we will walk you through.

The Data Tab:  In this Tab you select which Data and Report you want.

Action:

• If you run receipts from the Report Wizard, select "Run Report".  
• If you run receipts from the Mail Merge (RECOMMENDED), select "Run Merge".
  IMPORTANT:

  If you want your Receipts to get updated that they were printed make sure to check off the box "Run update on success".

Report:

• Select the Report that you use for sending Receipts i.e. Receipts, Receipts - Cumulative or another Custom Receipt that your organization uses.

Filter:

• Select the Filter that you always use for generating this specific Receipt.  
• If you run Receipts without any filter then all Receipts of that Report type marked "To Print" will generate.

Data:

• If your filter includes a prompt that needs to be selected then you would need to "Parse Variables" and choose the option that you want to always be selected every time this Report/Merge runs automatically.

The Delivery Tab: In this Tab you select the details of the emails delivery.

Delivery:

• This should have the option Email selected.

Email:  
The following lines should be filled out:

• From: Who the email should be coming from and the email address used for Advisor (Automated Report Service).
  If you would like to send these Receipts as Email Attachments to each Account:

  • Select the box under From labeled "Split to multiple recipients based on email field". 

   
• To: In this line you will put all the email addresses of the staff members or whomever else needs to receive this Receipt Report.
• If you have selected "Split to multiple recipients based on email field" then this will auto populate.
• The other lines CC and BCC are optional.

Content:
The following should be filled out:

• Format: What kind of format should the report come as (i.e. pdf)
• Subject: The subject line in the email being received.
• Body: This is the body of the email being sent and is optional.

The Frequency Tab: In this Tab you schedule when and how often this Report/Merge should run:

Frequency:  

• To learn more on this part of Advisor you can click here.
• If you choose "Once" then the report will only run 1 time at the date and time put in the "Next Run" box.
• Choose "Scheduled" to set a scheduled time that this report should go out on an ongoing bases. 
  • You can set the report to go out at a certain: Minute, Hour, Day, Month, DOW, Week.  E.G. by minute choose "Select" instead of "every" and then select the minute you want the report to go out by.
  • You can also select more then one minute/day/month etc. by pressing shift and then selecting multiple options i.e. 2, 3 &4.
  • There are preset schedule options you can choose from in the drop-down under "Schedule".  You can first choose those and edit them as well.
• Select "Auto Next Run", this will populate the "Next Run" drop-down with the next time the Report/Merge will run.  
• Check that the date it enters accurately displays when you want it to run next.  If not you make need to readjust your scheduled times.

No Data: 

• Run On No Data: Check this box if you want to continue running the Report/Merge regardless if there is data or not. If this option is not selected, the report will continue to run until there are results.
• Send On No Data: Check this box if you want to send the email regardless if there is data in the report or not.