Fingate Funds Management > CMS > How To... > Schedule Reports in CMS (New Request)

How To:  Schedule Reports in CMS (New Request)

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  Step 1 – Log in to CMS

  Step 2 – From the Reports Screen, initiate a Scheduled Request for reports

  Step 3 – From the Schedule Request: Parameters screen, select the accounts (PTAs) and report parameters

  Step 4 – From the Schedule Request: Schedule screen select scheduling options

  Step 5 – From the Schedule Request: Notifications screen specify email notification recipient(s)

  Step 6 – From the Schedule Request: Delivery screen, request delivery option

  Step 7 – From the Schedule Request: Review screen, review report parameters and scheduling options.


What's Next?

  • An email will be generated when the scheduled requests begin, with Request IDs of reports selected to run.
  • From the Requests Summary Table, select reports to view or save





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