Schedule Reports

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

  1. From your Report Library, click Reporting Jobs Reporting jobs icon..
  2. In the Reporting Jobs page, click Schedule Report.
  3. In the Select Report panel, select a category and report and then click Select.
  4. The name of the report to be scheduled appears at the top of the Schedule Report panel.
  5. Enter a name for your scheduled report job.
  6. In the Report Parameters section, select the applicable parameters. Note that some of the parameters are specific to the report selected.
  7. In the Schedule area select Recurring Scheduled Run.
  8. Click the calendar icon Calendar icon. and then select how often you wish to schedule the report to run in the Recurrence panel.
  9. Click Apply.
  10. In the Run As and Report Recipients section, select your name in order to receive the report as scheduled.
  11. Click Schedule Report. You will see a confirmation message appear.
  12. Click My Reports to return to your Report Library.

Run As and Report Recipients section with the person selected.

Recurrence panel with options to selected to schedule the report every Monday at 9am.