[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"detail-sidebar-cat-1-en-105":3,"doc-seo-247095-105":53,"doc-detail-247095-en":126},{"code":4,"msg":5,"data":6},0,"success",[7,14,19,24,29,34,39,44,49],{"id":8,"doc_module":9,"doc_module_name":10,"category_name":11,"show_sort_weight":12,"slug":13},11,1,"Template","Presentations",90,"presentations",{"id":15,"doc_module":9,"doc_module_name":10,"category_name":16,"show_sort_weight":17,"slug":18},12,"Resumes",80,"resumes",{"id":20,"doc_module":9,"doc_module_name":10,"category_name":21,"show_sort_weight":22,"slug":23},14,"Invoices",70,"invoices",{"id":25,"doc_module":9,"doc_module_name":10,"category_name":26,"show_sort_weight":27,"slug":28},15,"Posters",60,"posters",{"id":30,"doc_module":9,"doc_module_name":10,"category_name":31,"show_sort_weight":32,"slug":33},16,"Social Media",50,"social-media",{"id":35,"doc_module":9,"doc_module_name":10,"category_name":36,"show_sort_weight":37,"slug":38},17,"Forms",40,"forms",{"id":40,"doc_module":9,"doc_module_name":10,"category_name":41,"show_sort_weight":42,"slug":43},18,"Letters",30,"letters",{"id":45,"doc_module":9,"doc_module_name":10,"category_name":46,"show_sort_weight":47,"slug":48},21,"Paper Templates",5,"papers-templates",{"id":50,"doc_module":9,"doc_module_name":10,"category_name":51,"show_sort_weight":4,"slug":52},158,"General","general-158",{"code":4,"msg":54,"data":55},"ok",{"site_id":56,"language":57,"slug":58,"title":59,"keywords":60,"description":61,"schema_data":62,"social_meta":119,"head_meta":121,"extra_data":123,"updated_unix":125},105,"en","utilizing-templates-to-create-a-report-report-scheduling-and-preview-guide","Utilizing Templates to Create a Report - Report Scheduling and Preview Guide","","Learn how to access existing reports and create new ones using report templates. The guide explains how to start with the New Report button, select the appropriate template, and answer a required set of questions to personalize content. It covers narrowing templates by business type, configuring scheduling options for weekdays or custom days, and setting delivery timing for daily or multiple runs. It also shows how to choose output formats, submit, review, preview, and save reports after creation.",{"@graph":63,"@context":118},[64,80,101],{"@type":65,"itemListElement":66},"BreadcrumbList",[67,71,74,77],{"item":68,"name":69,"@type":70,"position":9},"https://docshare.wps.com","Home","ListItem",{"item":72,"name":10,"@type":70,"position":73},"https://docshare.wps.com/template/",2,{"item":75,"name":11,"@type":70,"position":76},"https://docshare.wps.com/template/presentations/",3,{"item":78,"name":59,"@type":70,"position":79},"https://docshare.wps.com/template/utilizing-templates-to-create-a-report-report-scheduling-and-preview-guide/247095/",4,{"url":78,"name":59,"@type":81,"image":82,"author":87,"headline":59,"publisher":90,"fileFormat":93,"inLanguage":57,"description":61,"dateModified":94,"datePublished":95,"encodingFormat":93,"isAccessibleForFree":96,"interactionStatistic":97},"DigitalDocument",{"url":83,"@type":84,"width":85,"height":86},"https://docshare.wps.com/thumbnails/utilizing-templates-to-create-a-report-report-scheduling-and-preview-guide/247095.png","ImageObject",442,249,{"name":88,"@type":89},"Olivia Brown","Person",{"url":68,"name":91,"@type":92},"DocShare","Organization","application/pdf","2026-10-20","2026-09-12",true,{"@type":98,"interactionType":99,"userInteractionCount":20},"InteractionCounter",{"@type":100},"ViewAction",{"@type":102,"mainEntity":103},"FAQPage",[104,110,114],{"name":105,"@type":106,"acceptedAnswer":107},"How do I access Reports and open Shipment Management?","Question",{"text":108,"@type":109},"Click the “Ship” dropdown menu and select “Shipment Management.” Then navigate to Reports on the menu and click it.","Answer",{"name":111,"@type":106,"acceptedAnswer":112},"What steps are needed to create a new report using templates?",{"text":113,"@type":109},"Click the New Report button, choose the template, then answer the provided questions. Use the Next button after each question to proceed.",{"name":115,"@type":106,"acceptedAnswer":116},"How can I schedule when the report will be delivered?",{"text":117,"@type":109},"Select the days option (Weekdays, Everyday, or Custom). Choose time settings for receiving the report once per day or multiple times per day, then select the output format and click SUBMIT.","https://schema.org",{"og:url":78,"og:type":120,"og:title":59,"og:site_name":91,"og:description":61},"article",{"robots":122,"canonical":78},"index,follow",{"doc_id":124,"site_id":56},247095,1791742323,{"code":4,"msg":5,"data":127},{"doc_id":124,"user_id":128,"nickname":88,"user_avatar":129,"doc_module":9,"category_id":8,"category_name":11,"doc_title":59,"doc_description":61,"doc_content":130,"file_id":131,"file_url":132,"file_type":133,"file_size":134,"view_count":20,"is_deleted":4,"is_public":9,"is_downloadable":9,"audit_status":9,"page_count":8,"language":135,"language_code":57,"site_id":56,"html_lang":57,"table_of_contents":136,"faqs":137,"seo_title":138,"seo_description":61,"update_tm":139,"read_time":79},16904993612988,"https://ap-avatar.wpscdn.com/davatar_a8503ba1806abce46bf441b54a3ca4cd","UTILIZING TEMPLATES TO CREATE A REPORT  \n| Access Reports with Ease\u003Cbr>\u003Cbr>\u003Cbr>\u003Cbr>To access Reports, click on the “Ship” dropdown menu and select “Shipment Management” from t2he list of options. | \u003Cbr>\u003Cbr>\u003Cbr>ABC Company\u003Cbr>After accessing Shipment Management,\u003Cbr>navigate to Reports on the menu and click on it.\u003Cbr>|\n| --- | --- |\n\nEffortlessly Create a New Report Utilizing Templates  \nTo streamline the process of creating a report, we have developed report templates that simplify the task at hand. Getting started is as easy as clicking on the New Report button located in the right-hand corner.  \n| Effortlessly Create a New Report Utilizing Templates\u003Cbr>By leveraging templates, you can save time and effort while ensuring consistency and quality in your reports. Click on the template you want to use.\u003Cbr>|  |\n| --- | --- |\n| Utilize the Business Type filter to easily narrow down the available templates to those that are specifically relevant to your business group.\u003Cbr>| |\n\n\n| Personalizing Your Report\u003Cbr>• Once you have chosen a template, proceed to answer the provided set of questions to create and customize your report.\u003Cbr>• After answering each question, click on the Next button to proceed.\u003Cbr>| |\n| --- | --- |\n\n\n| Scheduling Your Report\u003Cbr>\u003Cbr>\u003Cbr>| Here are some useful tips to consider when scheduling your report:\u003Cbr>• When selecting the days of the week, you have three options to choose from:\u003Cbr>– Weekdays\u003Cbr>– Everyday\u003Cbr>– Custom\u003Cbr>• Selecting weekdays or everyday will automatically check the corresponding days.\u003Cbr>• If you opt for the custom option, you will need to manually select the specific days of the week.\u003Cbr>|\n| --- | --- |\n\n\n| Scheduling Your Report\u003Cbr>\u003Cbr>\u003Cbr>\u003Cbr>\u003Cbr>Your User ID Your Email Address | • Select the desired time for receiving your report. The following are two common scenarios:\u003Cbr>1. To receive the report once a day:\u003Cbr>• Start Time = the time you want to receive the report (e.g. , 8:00 AM)\u003Cbr>• Send Every = 24 hours\u003Cbr>• End Time = the time you want to receive the report (e.g. , 8:00 AM)\u003Cbr>2. To receive the report multiple times a day:\u003Cbr>• Start Time = the time you want to start receiving reports (e.g. , 8:00 AM)\u003Cbr>• Send Every = the hours between reports (e.g. , 4 hours)\u003Cbr>• End Time = the time you want to stop receiving reports (e.g. , 5:00 PM)\u003Cbr>|\n| --- | --- |\n\n\n| \u003Cbr>Scheduling Your Report\u003Cbr>\u003Cbr>\u003Cbr>\u003Cbr>\u003Cbr>Your User ID Your Email Address | • Choose the desired format for receiving thereport:\u003Cbr>• CSV\u003Cbr>• HTML\u003Cbr>• EXCEL\u003Cbr>• Your user ID and email address will automatically populate in the corresponding fields.\u003Cbr>• Once you have made your selection, click on the SUBMIT button to proceed.\u003Cbr>|\n| --- | --- |\n\n\n| Reviewing Your Report Selections\u003Cbr>If you wish to make any changes, select the EDIT option in the\u003Cbr>\u003Cbr>\u003Cbr>corresponding section.\u003Cbr>\u003Cbr>\u003Cbr>\u003Cbr>| Click the BACK button to navigate to the previous page.\u003Cbr>Click on the PREVIEW button to display a preview of the report before running or generating it. This allows you to preview the layout, formatting, and data to ensure it meets your expectations.\u003Cbr>Click the SAVE button to save your report, preserving all the selected settings and configurations.\u003Cbr>Click on the SAVE AND CLOSE button to save your report and close the editing interface. You will be directed back to the main |  |\n| --- | --- | --- |\n|  | Reports page. | |\n\n\n| Report Creation Success!\u003Cbr>|  |\n| --- | --- |\n| \u003Cbr>\u003Cbr>\u003Cbr>Next Run Time shows the date and time when the next scheduled run of the report will occur.\u003Cbr>Last Run Time indicates the date and time when the report was last generated.\u003Cbr>| Congratulations on successfully creating your report!\u003Cbr>You can now find your report conveniently listed on the Report Viewer page.\u003Cbr>This page serves as a central hub where you can easily access and manage your reports.\u003Cbr>|","cbCaig81vcmB1WPi","https://ap.wps.com/l/cbCaig81vcmB1WPi","pdf",1059215,"English","# Effortlessly Create a New Report Utilizing Templates\n## Template selection and business type filter\n# Personalizing Your Report\n## Answering questions and navigating steps\n# Scheduling Your Report\n## Choosing days of the week\n## Setting start time, send interval, and end time\n## Selecting delivery format and submitting\n# Reviewing Your Report Selections\n## Edit, back, preview, save, and save & close\n# Report Creation Success","[{\"question\":\"How do I access Reports and open Shipment Management?\",\"answer\":\"Click the “Ship” dropdown menu and select “Shipment Management.” Then navigate to Reports on the menu and click it.\"},{\"question\":\"What steps are needed to create a new report using templates?\",\"answer\":\"Click the New Report button, choose the template, then answer the provided questions. Use the Next button after each question to proceed.\"},{\"question\":\"How can I schedule when the report will be delivered?\",\"answer\":\"Select the days option (Weekdays, Everyday, or Custom). Choose time settings for receiving the report once per day or multiple times per day, then select the output format and click SUBMIT.\"}]","Utilizing Templates to Create a Report - Report Scheduling and Preview Guide | PDF",1789239972]