Report schedules

Scheduling reports is a great way to make sure you and your department have access to the information you need when you need it.  The schedule reports are designed to be run daily, weekly, monthly, quarterly, and yearly and can be run at any time from the Maintenance menu, System Configuration, and select Report Schedule.

Note: Once your report is scheduled, it will be available to the user or department from the "My Reports" view.

Add a report schedule

To add a report to your schedule, click on the Add button.

The "Add schedule report" wizard is opened. Enter the report details and click on the save button.

Edit a report schedule

Click the report (by clicking on the row) you want to edit and click on the Edit button. 

The "Edit schedule report" wizard is opened. When you've finished editing, click Save.

Delete a report schedule

To delete a report in your schedule, click on the Delete button.

Confirm by clicking on the Yes button, and your report is deleted from the schedule.