Schedule a Report

You can schedule standard and custom reports to run at a specified time, once or at regular intervals. When you have created a schedule for a report, it is added to the Scheduled Reports page in the Report Manager. Scheduled reports remain in the Scheduled Reports page until they are deleted.

You can update report schedules but only for reports that are still pending (that is, they are scheduled to run at least once in the future).

To schedule a report your system role must have unrestricted access to the Report Scheduler feature in System Roles (Manage Features > Report Categories), and at least read-only access to the Report Manager feature.

The standard reports available to you depend on your access permissions for the different report categories in System Roles (Manage Features > Report Categories).

To schedule a report

Go to Home > Reports > Report Manager. The Report Manager opens.
Click the category containing the type report you want to schedule. The list of reports for the category opens.
Click the report name.
The report options and parameters page opens in a new window.
Select the output format for the report.
Select the parameters for the report.
Click Schedule. The Scheduled Report Properties page opens.
Optionally, update the Scheduled Task Name.
Select the schedule options.
Optionally, click the browse icon to select users to notify (by email) each time the report has run.
Optionally, change the notification email template.
Click Set Schedule.