40.8 Excel Report (Configuration)

40.8.1 Overview

The Excel report page sets up automatic reports of the processing runs - e.g. an overview of the previous week for accounting every Monday morning. The structure of the report is described in chapter 80.3; a one-off report can be created at any time via the log toolbar (see chapter 5.3).

Program options, Excel report page

40.8.2 Output

Option Meaning
Save report Stores the report in the given storage directory
Send report by e-mail Sends the report to the given recipients (comma-separated) - sending method per chapter 40.7

40.8.3 Trigger time

Interval day, week, or month, each with a time; for week additionally the weekday, for month the day of the month.

40.8.4 Report period

Selection Report content
Today Processing runs of the current day
Previous day Processing runs of the previous day
Previous week Processing runs of the past week
Previous month Processing runs of the previous month
First of month until now Current month
Last X days Freely selectable number of days

Tip: Combine trigger time and period sensibly - e.g. interval “week, Monday 06:00” with period “previous week”.