Maintaining Schedules Video

This video demonstrates how to create and maintain schedules for reports and listings in Staff Kiosk Listings > My Saved Lists. It covers generating and saving a listing, setting up automated schedules to deliver reports via email at nominated times, customising email templates with keywords, and viewing what recipients receive when a scheduled listing is sent. The process includes filtering data, choosing export options, managing recipients and permissions, and editing schedules for future occurrences.

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00:00 – Introduction to scheduled listings and automation
00:32 – Creating and saving a listing in Staff Kiosk
01:09 – Using relative vs static date ranges and report options
02:16 – Creating a schedule for a saved listing
02:56 – Setting frequency, dates and recurrence
03:40 – Viewing, maintaining and editing schedules
04:28 – Managing recipients and permissions
05:19 – Customising the scheduled listing email template in TASS.web
06:13 – What recipients receive and final recap

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