Scheduling Reports

To keep up to date you can schedule your report to be run and emailed to you on a periodic basis.

To setup a scheduled report perform the following:

  1. Click on the Edit scheduled reports button in the bottom left hand corner
  2. On the Scheduled Report Editor window click Add
  3. Click Add current report to add the report displayed for scheduling and distribution

Scheduled Report Editor Contents Tab

  1. Click the Edit to set the parameters of the report. Click OK.

Scheduled Report Editor - Edit Report Parameters

  1. Click on the Schedule tab at the bottom of the window.

You can now set the frequency that the report will be run. It maybe that you require to see the report on a daily basis whereas another Manger may only require a weekly update.

  1. You can click Now to schedule an immediate report or click On to set a Date and Time

Use the In drop-down to set the time zone to base the Date and Time

Scheduled Report Editor Schedule Tab

  1. Click on the Distribution tab at the bottom of the window

Scheduled Report Editor Distribution Tab

  1. Enter the email address to send the report to, the subject and content wording
  2. Click OK