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Scheduling a CORE Royalty Export

  1. Go to Meevo > Management > Royalty Export Settings.
  2. From the Main tab, select Schedule an export. The Report Scheduler opens on the CORE Royalty Export.

  3. From the drop-down, select the time-frame from which Meevo will export data. You can report onLast Week, Previous Two Weeks, This Month, and Last Month.
  4. All Locations: Leave this selected to report on all locations, or deselect this and use the picker to specify which locations to include.
  5. All Location Groups: Leave this selected to report on all Location Groups, or deselect this and use the picker to specify which Location Groups to include.
  6. Under Delivery Options, give this export a Schedule Name.
  7. Report Format: The export will be delivered in the format you choose from this list.
  8. Report will be generated: Select Weekly or Monthly.
  • If you selected Weekly, choose one day from the day picker to run the export.

  • If you selected Monthly, choose how frequently to run the export:

Day of month:

Day of week:

  1. Report Runs At: Select a time frame that the export will run. While the export is likely to be generated within the specified time interval, due to a number of variables (such as exports and reports that are already in the queue), there is a possibility that the export will be delivered later than the selected time range. Links to the export are always delivered shortly after the export is finished generating.
  2. Require security code to view report: When this option is enabled, the recipients will be unable to access the export until they each enter a unique, one-time alphanumeric PIN. This PIN is randomly and automatically generated when the recipient selects the link in the notification. See Viewing Delivered Reports for more details.
  3. Deliver Report To: Select which employees and users will receive links to the scheduled export. Note that there are no security limitations on this list; all employees and users appear here. Keep in mind that it is up to the recipient of the export to keep the information private.
  4. Custom Delivery Options: To add recipients who are not in your list of Meevo users and employees, enter a name, then an Email Address and/or SMS Number. Select Add Address to add the recipient, and repeat as many times as needed.
  5. When finished, select Save. Saved exports can be searched for and edited in Report Scheduler just like any other scheduled report.

 

 

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