Some reports do not run automatically and require you to refresh the data contained in them. If your report is not refreshed automatically the data you see when you open the report may be relatively old. The age of the data is displayed under the menu bar. There are three refresh options:
None: there is no refresh schedule for the report and the data will be loaded fresh when the report is run.
Manually: data in this report will be manually refreshed by the user when required. *Periodically: data in this report will be refreshed on a scheduled basis.
If the report is set to Periodically refresh, the following options will need to be defined:
This setting is used to determine whether a report can be emailed from the system to unauthorised users or not. The options include:
No Access: the report cannot be emailed externally. All users have to login to access it.
Validated Users: only users that have security access to the category and the report. Prior to sending the report is validated against user permissions.
All Users: the report can only be sent to people that are registered users of the system.
Unsecure: the report can be sent to unregistered users.