How to use Report Sender in Lodgical Solution Enterprise

By Amanda Henschel
Published on June 7th, 2017

We understand that time efficiency is important to our clients. Therefore, we created the Report Sender for you to run and send reports out of Lodgical Solution, automatically.

Using this feature, you can schedule any report(s) to be sent out of Lodgical via FTP or email or downloaded to your computer. There are a multitude of scheduling options to choose from, ranging from weekly, to every five minutes.

To access this application, you must update Lodgical Solution, Reports, and Report Sender. If you’re not sure how to update, please call us at 920.746.0606.

To update Reports:

Go back into updates and choose Reports and click Download Update. A reports update will not require a password.

Updating Reports in Lodgical Solution

To update your Report Sender:

Go back into updates and choose Report Sender and click Download Update. This update will not require a password.

Updating Report Sender in Lodgical Solution

To use Report Sender:

  1. Go to Reports, Report Sender.
    Opening Report Sender in Lodgical Solution
  2. The jobs window will appear. Add a new job by clicking Add.
    The jobs window of Report Sender in Lodgical Solution
  3. In the options window that appears, give your job a name, add the reports you wish to send using the Add button, and select the method with which you want to send your report(s), using the Send Via option.
    The job editor of Report Sender in Lodgical Solution
  4. To schedule your job, click the Schedule button and fill out the options in the Task Trigger window that appears. You can also choose whether to run the report if a user is not logged into Lodgical.
    The scheduling window of Report Sender in Lodgical Solution

If you have any questions about how to use this feature or are interested in purchasing Lodgical Solution, give us a call at 920.746.0606.

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