Creating a Report Schedule

You can create a report schedule based on a timer, daily, days of the week, or days of the month.

1. Create or identify the report you want to schedule.
2. From Operations > Reports, locate Schedule Report and click Go!.
3. On the Report Configurations page, complete the following actions:
   • In Choose Report to Schedule, select the report you want.
   • Select the format you want to use for the report produced by the schedule. Click Next.
4. On the E-mail Options page, complete one or both of the following options and click Next.
   • To store the report on your file system, select Store Reports On File System. Then type the path to the location in the File Path field.
   • To e-mail the report (in compressed format) to a specified recipient, select E-mail Address. Then type the e-mail information.
5. Work through the scheduling wizard to complete the setup.

   You can run a schedule based on a timer, daily, days of the week, or days of the month.

   When you click Finish, the schedule is saved, enabled, and ready to run.