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How To Schedule Reports
Barkley HQ allows you to generate reports during start and end trade on any specific day. These generated reports can be emailed to your desired Email Address.
To setup Scheduled Reports:
Step 1: Click the Reports tab and select Schedule.
Step 2: Click the report’s name you wish to have on a schedule.
Step 3: To have the report emailed to you, set Email Report to Yes and enter in your Email Address.
Step 4: Set the date range for you report.
Start Days Ago: This will generate the report the amount of days before your trading day.
Example: Today’s trading date is the 27/7/17. If this is set to 7 Start Days Ago, it will start generating the report data from the 20/7/17.
End Days Ago: This will generate the report the amount of days before your current trading day.
Example: Today’s trading date is the 27/7/17. If this is set to 1 End Days Ago, it will start generating the report data from the 20/7/17 to the 26/7/17.
If End Days Ago is set to 0, it will run the report to the current trading day.
Step 5: Click Schedule Times to adjust the days the report is generated and whether to send on Start, End trade or both.
Step 6: Select your desired Scheduled Times and Run Days and click Save.