Schedule a Report

This section provides an overview of a User’s ability to schedule a template report.

1. From the homepage, click “Reports” on the top navigation bar

2. Click the “Templates” tab. 

3. Find the desired report from the available list and click “Schedule”. 

4. Update filters as desired and click “Next”.

      5. Provide a Schedule Name and select desired File Types. 

      6. Click Add Email

      7. Add the desired email address(es), email subject, and Attachment type(s), then click “Add Email" button.

      8. Click Next

      9. Select the desired delivery Time Zone, Time Type and Duration

Time Type (Frequency) options include the following:

1. Run Now
2. Run at a specified time
3. Run periodically

10.  Select Date Period Type, Time Period Type and Time. 

Date Period Type options include the following:

1. Daily
2. Weekly
3. Monthly

Time Period options include the following:

1. At
2. Hourly
3. Minutely

• Daily 

• Weekly 

• Monthly                                                                                                                               

  After configuring report delivery frequency and time, click “Schedule” button