Scheduling and Emailing Reports

You can choose to run reports manually or on a schedule. If you select scheduled, you can decide the following options:

• The run frequency you want to use.
• If you want to receive email notification when the report is run.
• If you want to include the report as an email attachment when email notifications are sent.

The system sets an expiry date for all scheduled reports and displays the icon next to reports that have expired. The expiry date is based on the scheduling frequency. You can renew scheduled report by clicking the Renew icon, or you can click the Renew button from the Schedule and Email tab.

To schedule a report:

1. From the Tree pane, select My Reports.
2. From the List pane, select a report.
3. From the Details pane, select the Schedule and Email tab.
4. On the Schedule and Email tab:
   1. Click Edit.
   2. Select the run type: Manual or Scheduled.
5. If you selected Scheduled:
   1. Select the day of the week, date, month and year to configure the run frequency.
   2. Choose if you want to email this report.
   3. Choose if you want send the report as an attachment.
   4. Select or enter the email addresses
6. Click Save.

On the List pane, the reports that are scheduled have the Scheduled icon.

Note: If your administrator has disabled your scheduled report, it is displayed on the Schedule and Email tab.

See Also

Saving and Customizing Standard Reports

Saving Reports

Selecting Filter Parameters

Selecting Output Parameters

Saving Report History

Viewing Report History