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 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.