Schedule Reports from a Report

  1. Click Reports. The Report tab displays.
  2. Highlight the desired report.
  3. Click View.
  4. Define the report parameters.
  5. Click Run. The screen displays the selected report.
  6. From the run report, click Schedule.

    Reports Schedule link

  7. 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.
Parent topic: On Demand Reports Tab