Most reports can be scheduled to run at a specified interval, with an e-mail notification sent to desired recipients. Refer to the description of each report to see which reports can (and cannot) be scheduled.
Scheduled reports remain visible under Scheduled Tasks until deleted by an administrator.
Ü To schedule a report
1. Configure the report and click Continue to generate it.
2. The report opens in a new browser window. Confirm that you have received the desired results. The report configuration page remains open in the previous browser window.
3. Return to the report configuration window. A Schedule this Report link appears on the report configuration screen.
4. Click Schedule this Report. The Scheduling page appears.
5. In the Request Name box, the request name defaults to the name of the report and date and time it was created. (You may want to change to a simpler or more familiar name. For example, J. Doe’s Quarterly Rpt – Dept 13579.).
6. In the E-mail Address box, change the address that appears or add additional addresses separated by semicolons. The default e-mail address is that of the administrator currently logged on. By default, e-mail recipients of reports are not required to have an account or login in order to view reports for which they are listed as recipients. If you wish to require recipients to log on to access reports, you can enable the Report Security option.
7. In the Report Format list, select the desired format.
8. Choose how frequently the report will run (Daily, Weekly, Monthly, or Quarterly).
If you choose Weekly, select the day or days of the week on which you want the report to run.
If you choose Monthly or Quarterly, select whether you want the report to run on the first or last day of the month or quarter, or enter the specific day of the month or quarter in the appropriate box. Quarters are defined as calendar quarters.
9. In the Schedule Start Date and Schedule End Date boxes, enter the duration of the scheduled report. The default duration is 30 days.
10. Click Save. The report will be accessible from the Request Manager under Scheduled Tasks at the interval determined by the schedule selected above. Report data remain available within the Request Manager for 14 days.
To edit or delete a scheduled report, see Editing a Scheduled Task and Deleting a Scheduled Task.
« Tips
You can also click the calendar icon to select the dates.