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5. In the New Recurring Charges window provide the following:
Name*: Rule Name
Description: Just for information if needed.
Report Type*: select the report type you want to the report to be created.
Report Title: The default report name.
Report Status: Select the report status when the reports created such as Draft, and Release.
Email Options: Select one of the options: Email the user, Email the user with PDF report and No Email.
Email Subject: only required if the email option is enabled.
Email Message: Only required if the email option is enabled.