Scheduling Reports

Schedules must be added to existing reports. The reports can be built-in or custom. To schedule a report, complete the following steps:

1. Ensure you are in the project where you want to schedule the report. Scheduled reports can only be run against the project where they were scheduled. You cannot schedule reports to include multiple projects.

2. Open the application where you want to schedule the report and select Reports in the application title bar.

   

3. Alternatively, you can access reports from the Report Manager application. Navigate to Apps > Administration > Report Manager application. Under Applications, select the application for which you want to schedule a report.

4. Select the report you want to schedule.

5. Select Manage Scheduled Reports in the action bar. The Scheduled Reports window for the selected report opens.

   

6. Click New to create a new scheduled report for the selected report.

   

7. Complete the following fields:

   Field	Description
   Name	Enter a name for the report.
   Begin Date, Expiry Date, Start Time	Enter the date range the report should be run and the time it should be run.
   Enabled	Select this check box to enable the scheduled report to run.
   Delivery Method	Select the appropriate delivery method: Message with Attached File - Select this option to have the report sent as an attachment to the message. Message with Link - Select this option to have the report stored in File Manager and the message include an anonymous file link from the stored report file. Note When sent as a link, there is only one file stored in File Manager. When the scheduled report is run, that new report becomes the current version and the older report is stored as a previous version of the same file.
   Delivery Format	Select the delivery format, e.g., PDF, XLS, CSV, or TXT.
   Contact Recipients	Select the combination of Contacts and Groups who should receive this report.
   Email Recipients	Enter any additional email addresses that should receive this report. Use semicolons to separate the email addresses.
   Frequency, Recurrence	Select the report appropriate report frequency and recurrence.
   Filter	Enter the appropriate filter or filters to be applied each time the report is generated.

8. Click Save to save the scheduled report.

9. Click the Close icon to close the Scheduled Reports page.

You can edit your own previously scheduled reports. To edit a scheduled report created by another user, you must have Administrator permissions for the application associated with the report.

To edit a previously scheduled report, complete the following steps:

1. Ensure you are in the project where the report was scheduled.

2. Open the application for the report and select Reports in the application title bar to open the Reports view.

3. Alternatively, you can access reports from the Report Manager application. Navigate to Apps > Administration > Report Manager application. Under Applications, select the application for which you want to manage scheduled reports.

4. Select the report with the associated scheduled report that you want to modify.

   Note To identify which reports are associated with a schedule, click on the Schedules column header to sort the report list by the number of scheduled reports. To make the Schedules column easier to access, click the column header and drag it to another location.

5. Select Manage Scheduled Reports in the action bar. The Scheduled Reports window for the selected report opens.

   

6. Select the scheduled report and click Edit.

   

7. Make your modifications. Refer to Schedule an existing report for field descriptions.

8. Click Save when you are done and to return to the Scheduled Reports page.

9. To delete the report schedule, click Delete. To view information on when the report was run, click History.

   

10. Click the Close icon to close the Scheduled Reports page.