Add Schedule Dialog Box or Schedule Details Dialog Box of the Reports Page

Overview

Use this dialog box to define scheduling options, including run frequency and dates, report format, delivery method, and report parameters.

Screen Elements

Report Settings dialog box tabs:

Options tab

See: Options tab of the Add Schedule Dialog Box, Schedule Detail Dialog Box, or Run Report Dialog Box of the Reports Page

Parameters tab

See: Parameters tab of the Add Schedule Dialog Box, Schedule Details Dialog Box or Run Report Dialog Box of the Reports Page

Schedule tab

See: Schedule Tab of the Add Schedule Dialog Box and the Schedule Details Dialog Box

Getting Here

From a report:

  1. On the  Navigation Menu, select  Reports.
  2. On the Reports page:
    1. Click the Reports tab.
    2. Select a report, and then click the Schedule detail window.
  3. In the Schedule detail window, click + Add Schedule....

From a report schedule:

  1. On the  Navigation Menu, select  Reports.
  2. On the Reports page:
    1. Click the Reports tab.
    2. Select a report, and then click the Schedule detail window.
    3. Select a schedule, click  Context and then click Duplicate.

To view the report settings in read-only mode for scheduled report runs:

  1. On the  Navigation Menu, select  Reports.
  2. On the Reports page:
    1. Click the Reports tab.
    2. Select a report, and then click the Schedule detail window.
    3. Select a schedule, and then click View Details.


Last Published Wednesday, April 1, 2026