Scheduling of Reports

Frequently used reports can be scheduled to run automatically at pre-defined intervals and distributed to a nominated group of recipients.

To schedule a new report:

1. Select the report you wish to schedule.

2. Change the Run Report option from Now to On and select a date.

3. Choose the file format for exporting.

4. Select the repeat option as Weekly, Monthly etc. with an until or on date.

5. Select the scheduled report recipients using the To: and CC: fields.

6. Click the Search button to schedule the report based on the above options.

   

7. To see a list of schedule reports (and/or modify any of them), use the Scheduled tab at the top of the Standard Reports generation window.