Schedule Reports from the Reports Tab

  1. Click Reports. The Reports tab displays.
  2. Highlight the desired report.
  3. Click Schedule.

    Schedule from Report link

  4. On the Schedule Report screen, enter the following information, where applicable:
    1. Job Title (required)
    2. Report Parameters
    3. Schedule
      1. Start Date (required)
      2. Start Time (required)
      3. End Date
      4. Repeat Every. Determine when and how often you want the report to run.
    4. Delivery
      1. Email Subject (required)
      2. Format (required)
      3. To: (required). Reports can be sent only to individuals in the system.
  5. Click Save to schedule the report.
Parent topic: On Demand Reports Tab