Scheduling Reports for Email Distribution

1. In the Reporting and Analytics side menu, click the link to go to the Report Mail Administration Menu page. If you cannot find the link, contact your system administrator.
2. Click Report Mail, and then click Add.
3. On the Content tab, specify email content as described in the following table:

   Setting	Description
   Type	Select the report type.
   Report Selection	Select the report. For long lists of reports, specify search criteria to locate the report.
   Preferences	Specify delivery preferences. The report you select determines the preferences that appear. If you select multiple locations, Reporting and Analytics sends one report for each location. If you select Consolidated, Reporting and Analytics sends aggregate report data for all locations in one email. Reporting and Analytics sends each report in a separate email. If you select Zip multiple files, Reporting and Analytics sends one mail with a ZIP file containing the report files.

4. On the Name tab, specify email settings as described in the following table:

   Setting	Description
   Name	Type the name of the report email. The name identifies the report email in the Reporting and Analytics web application.
   Description	Type a description of the report email. The description appears in the Reporting and Analytics web application.
   Subject	Type a subject for the report email. The value appears in the subject line of the email sent to recipients.
   Active	Clear the option to deactivate the report email. Reporting and Analytics saves the report email settings but does not send report emails.
   Email When Error	Select to notify the system administrator of report email errors.

5. On the Recipients tab, select the email recipients.
   If you select a specific user, and you want to send the email to more users, select Additional recipient(s) emails and then type the email addresses.
6. On the Frequency tab, specify the intervals Reporting and Analytics uses to send report emails.
   Depending on your system configuration, Reporting and Analytics can run scheduled reports and send report emails after a service outage. Reports scheduled to run more than once during the interval only run once with the last set of information. If the business date changed during the service outage, all reports are run as if they were scheduled to run on the current day. They do not run for the day they were scheduled. As a result, reports scheduled to show:

   • Daily information, such as the Daily Operations report, show information for the previous business day instead of retrieving information from two days prior.

   • Up-to-date information, such as the Today’s Operations report, show information for the current business day instead of retrieving information for the previous business day.