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Delivery Format Tab

The Delivery Format tab opens a screen to determine if the report is accessed by the user by a link, by a PFD attachment, or both.

These fields are enabled only when the delivery method is set to either email or portal method. The Delivery Method setting on the General tab determines whether the scheduled report is accessible to authorized users via the Scheduled card of the Reports section, via email, via the Notifications card in the portal, or sent directly to the printer.

Depending on the page displayed, the following fields may be available. Click on the link to navigate to the description.

Link or PDF

The following additional tabs of information are available in this page:

General Tab

Parameters Tab

Link or PDF

Indicates whether this scheduled report is accessed by users through a link, sent to users as a PDF file, or both. Set each value to Yes/No.