Scheduling a Report

When viewing a report, you can click Schedule in the footer of the report to create a schedule to automatically email the report. Schedules can be created for standard and saved reports and can be sent to other users.

Clicking the Schedule button opens the Schedule Report page where you can select recipients, enter a message, select attachments to include, or all of the above with the emailed report. You can also schedule the report to run regularly at a predefined interval

1. Go to Reports > Reports Overview and click the name of the report you want to schedule to run the report.
2. In the footer of the report, click the Schedule button .
3. On the Schedule Report page, enter a name for the schedule.This name will help you identify this schedule on the Report Schedules list.
4. Enter the date for the report to run. If the report is to be run more than one time, then this date will be the date that the schedule becomes active.
5. Enter the start time for the report
6. Check the Run Report More Than Once box if you would like the report to run multiple times. If you select this box the page will expand to reveal further scheduling options
7. The Recipient field is pre-filled with your email address. You can change the primary recipient by selecting from the Recipient dropdown list.

1. On the Message subtab:
   1. Enter custom subject and body text for email messages.
   2. Choose the Sending Format from the list.
2. On the Attachments subtab:
   1. In the Attach File field, select a file from your computer or File Cabinet to attach to the email, and click Add.
   2. Repeat to attach additional files.
   3. Check the Zip attachments box if you want to attach a zip file of all selected attachments.
3. Click Save.