Creating a New Report Schedule

Creating a New Report Schedule

  1. On the left navigation bar, expand Reports
  2. Select Report Schedules
  3. Select Report Configurations
  4. The Report Configurations page displays. Find the report you wish to create a schedule for.  Click on the Create Schedule link under the Schedule Header. You are taken to the New Report Schedule page.
  5. Enter a Schedule Name for this schedule.
  6. In the Define Schedule section, report schedules can be set up to run daily, on certain day(s) of the week, or on specific day(s) of a month.
    1. Note: To select the last day of the month, simply choose Monthly and then select the 31 day. Even if the month has only 28 or 30 days, selecting 31 automatically configures the report schedule for the “last day of the month.”
    1. Select the time and date. To select multiple days of the week or month, hold down the CTRL key when you select the days of the week or month.
    2. Under Select Report Recipients, the name of the current administrator will automatically appear.  If additional recipients are wanted, click on the Add Recipients link. A list of administrators will appear. Click on whichever administrator you want and that administrator will disappear from the list and appear in the Select Reports Recipient box.  When finished, click on the Close Window link and you are returned to the Report Schedule page.
    3. Select the report Output Format.  Formats available are CSV, HTML, and PDF.
    4. The Email Report dropdown menu defaults to none, but also allows the Report Recipients to be notified via email (the email listed in the admin profile) that the report has been run or to be notified and to have a copy of the report included as an attachment to the email.
    5. When finished, click Save Report Schedule. You are returned to the View Report Schedule Details page. Click on the Report Schedules button and you are returned to the Report Schedules list page where the report is now listed.
    6. At the scheduled time, the report will automatically generate using the format selected.

How did we do?

Creating a New Report Configuration

Running an In/Out Report