Schedule Reports

Reports can be scheduled to run at regular intervals and managers can be notified when a report is available.

 

1. Access the Main Menu > Dataviews & Reports > Report Library.
2. From your Report Library, click Reporting Jobs .
3. In the Reporting Jobs page, click Schedule Report .
4. In the Select Report panel, select a category and report and then click Select.
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
5. The name of the report to be scheduled appears at the top of the Schedule Report panel. Enter a name for your scheduled report job in the Scheduled Report Request Name field.
6. In the Report Parameters section, select the applicable parameters such as Timeframe , Hyperfind , and Output Format. Note that some of the parameters are specific to the report selected.
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
7. In the Schedule area select either:
   • One-time Scheduled Run:
     • Enter a Report Date.
     • Enter the run Time.
   • Recurring Scheduled Run and in the Recurrence field click the calendar icon  to open the Recurrence panel.

1. 1. 1. In the Repeats field, select the frequency you wish to schedule the report. Depending on your frequency selection, additional options display.
      2. Enter the Start Date
      3. Enter the Start Time.
      4. Accept the default End Date of Forever or enter the date on which you want the scheduled report to end.
      5. Click Apply.  

8. In the Run As and Report Recipients section, select your name in order to receive the report as scheduled.
9. Click Schedule Report. You will see a confirmation message appear.
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
10. Click My Reports to return to your Report Library.