1. User Guide
  2. Working with Reports
  3. Configuring OpenAir to Run and Deliver a Report Automatically

Configuring OpenAir to Run and Deliver a Report Automatically

You can use the Schedule feature in the OpenAir Reports application to run and deliver your reports automatically at regular intervals.

To configure OpenAir to run and deliver a report automatically:

  1. Go to Reports > Saved reports > My reports, or to Reports > Management.

  2. Locate the report you want to run automatically.

  3. Click the schedule icon Schedule icon in the Action column or under the report name. The Schedule report form appears.

  4. In the General section of the Schedule Report form:

    1. Check the Run the report at the following time box.

    2. Select a Day and time (Eastern Time | UTC-5) to set the frequency of publication. The publication schedule can be set to run everyday, or on a specific day of the week or month.

    3. Check the CSV box to include the report as a CSV file.

    4. Chek the PDF box to include the report as a PDF file.

  5. In the Email options section of the Schedule form:

    1. Check all applicable boxes under Email the generated files to. The report are sent to your email address by default but you can also check the All the employees who share the report box, or check the Additional contacts box and click Create to select the contacts you want to include.

    2. Enter the sender email address to use under The email is from.

      Note:

      Depending on the configuration of your OpenAir account, sending system-generated email from a custom address may not be permitted. When this is the case, a note under the text box advises you so, and email is sent from www@openair.com.

    3. Enter a Subject line. The default value is Scheduled Report: [Report Name].

    4. (Optional) Enter additional text for the body of the message under Optional email text.

    Note:

    Metavalues such as %%date%% are not supported in scheduled report email subject line and message body.

  6. Check the Email me additional information if the report returns no data if you would like to receive an email notification if the report returns no data.

  7. Click Save.