Schedule Reports
Reports can be scheduled to run at regular intervals and managers can be notified when a report is available.
- From your Report Library, click Reporting Jobs
.
- In the Reporting Jobs page, click Schedule Report.
- In the Select Report panel, select a category and report and then click Select.
- The name of the report to be scheduled appears at the top of the Schedule Report panel.
- Enter a name for your scheduled report job.
- In the Report Parameters section, select the applicable parameters. Note that some of the parameters are specific to the report selected.
- In the Schedule area select Recurring Scheduled Run.
- Click the calendar icon
and then select how often you wish to schedule the report to run in the Recurrence panel.
- Click Apply.
- In the Run As and Report Recipients section, select your name in order to receive the report as scheduled.
- Click Schedule Report. You will see a confirmation message appear.
- Click My Reports to return to your Report Library.