Schedule Reports

Reports can run based on a schedule that you define. You can set up other automated tasks, for example to deliver results to specific recipients or send notifications. You submit a report with the schedule and criteria for other automated tasks defined.

If a report is set up as a scheduled process, you submit the process as you would any scheduled process. You can schedule them from:

• Any work area where there is a link to the report.

• The Scheduled Processes work area, where you can submit all processes that you have access to.

• The Reports and Analytics work area or panel tab, if the report is set up for submission from there.

Submitting a Report or Scheduled Process

Follow these steps:

1. Open the Reports and Analytics work area, or the Reports and Analytics panel tab if available in other work areas where you can find the report.

2. Click the name of your report.

3. Click Schedule if the option is there. The report is set up as a scheduled process.

   1. Enter any parameters to avoid unnecessarily large results.

   2. Click Advanced to enter a schedule, deliver results to a specific destination (including e-mail or printer), or define criteria for sending notifications.

4. If you don't see Schedule, then click View.

   1. Click the Actions button for the report and select Schedule.

   2. Enter information similar to step 3.