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 system sets an expiry date for all scheduled reports as they often continue to run in the background, drawing system resources from other processes and degrading overall performance. The Expired icon is displayed next to reports that have expired. The expiry date is based on the scheduling frequency. Daily reports expire after 30 days, weekly reports after three months, monthly reports after one year, and yearly reports after one run. An email is sent to the report owner and/or specified recipients on the day of a report's expiration to enable continuation of the report if desired. 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



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Last Published Tuesday, June 9, 2020