Setting Up Automatic Email Reports (End of Day Email Reports)

15 August 17, 2021

For Version 7.2 and newer:

  1. In MC, go to Setup -> System Preferences -> EOD Setup.
  2. Click the “Reports” tab
  3. Click one of the empty options that say “none” in the white box on the left. Scroll down if need be
  4. Select the report from the drop box at the top right, above the Report Frequency checkboxes
  5. Check the applicable checkbox(s) for Report Frequency
  6. Highlight the email address for each recipient you would like to receive this report
  7. Click “OK”

For versions older than 7.2:

  1. In MC, go to Setup -> System Preferences
  2. Call the EBTF Non-Emergency Support Line(888-378-3768) and ask for today’s security code
  3. Enter today’s security code. If the system does not ask for today’s security code, you may have insufficient permissions to access System Preferences
  4. Click the “EOD Reports” tab
  5. Click one of the empty options that say “none” in the white box on the left. Scroll down if need be
  6. Select the report from the drop box at the top right, above the Report Frequency checkboxes
  7. Check the applicable checkbox(s) for Report Frequency
  8. In the dropdown below the Report Frequency checkboxes, select the email address that you would like to receive this report at
  9. Click “OK”