Create a Report Schedule

1

Select Reports from the left hand menu.

The Reports screen is displayed.

2

In the Report Folder panel on the left, select the required folder to see the report item.

Alternatively user the Search function to find the report required.

A list of Reports is displayed in the right hand panel.

3

In the Action column, select the Action drop down menu item.

The available actions are displayed.

4

Select Schedule.

A blank report's schedule is displayed.

5

Apply the schedule requirements ie; recipients, format, frequency, frequency type etc.

6

Select Save.

The Report Schedule is saved and displayed as a clock icon next to the report name in the list.

Where a schedule has been created, users that have access to the report can apply themselves to the schedule.