How do I schedule a report?

You can schedule a report to run at specified times, and for the report to be emailed to a specified recipient or recipients.

To schedule a report:

1. In the Main Menu, click Reports.
2. The Reports page will open, displaying the report categories. Click on the category containing the report that you want to schedule.
3. The available reports in this category are then displayed. Click the Schedule icon of the report you want to schedule. This opens that report's Report Schedules page.
4. Click New Schedule to open the Schedule Report window.
5. Complete the fields under the Parameters, Schedule and Email tabs.
6. Click OK to save the schedule, Cancel to leave without saving, or Run Now to run the report immediately.

To view scheduled reports:

1. Navigate to the Reports page, as described above.
2. Click Scheduled Reports to display all scheduled reports. This page also gives you the option to Delete or Suspend/Resume a selected schedule.

To view a history of scheduled reports:

1. Navigate to the Reports page, as described above.
2. Click on the category containing the report for which you want to view the schedule history.
3. The available reports in this category are then displayed. Click the Schedule History icon of the report you want to schedule. This opens that report's Scheduled Report History page.
4. Click View to view your desired report.
5. You can delete one or more scheduled report histories by selecting them and clicking Delete.