Reports Schedule

You can setup a schedule to have a report run in the background and email you the results.

Make sure that you have already created and saved a report. For details on setting up and saving a report, see the following:

• Creating a report
• Saving a report criteria.

To create a report schedule:

1. Click on Reports then Reports schedule
   

2. Click Create a new schedule.
   

3. Report to run - select the report you require
   

4. First run date - the date and time the report should be run on

5. Frequency - how often the report should be run

6. Last run date - (optional) the last date that the report should be run on

7. Who to email the report to - select the person/s or group the report should be emailed to

8. Save