If you have enabled the Scheduled Reports option, you can schedule reports to be generated and emailed automatically, on a schedule and to a distribution list that you define.
Once a report is created and saved, select the report and click Schedule Report from the menu.
Define the Schedule Name and export type. For some formats, you can specify a password to encrypt the file.
Use the “Execute Immediately” option to test the report and distribution list. Once you have verified that it’s working correctly, uncheck this box then specify the actual schedule you want.
Specify when during the day the report should be generated, and the recurrence frequency:
- Once, on a specified date in the future
- On a Daily basis (for example, every other day, or every weekday)
- On a Weekly basis (for example, every other week, on one or more days)
- On a Monthly basis (for example, on the second Monday of every month)
- On a Yearly basis (for example, on a specific date, or on the last Thursday of a specified month.)
You can also specify a start date and when to end, after a specified number of occurrences or on a specified date.
Click Next to move to the Filters panel. There, you can specify one or more filters that will be applied to the report before it is sent out. (This screen has already been described above.)
Click Next to move to the Recipients panel.
Specify a list of recipients in the To:, CC:, and/or BCC: fields. Specify a subject and email body. When you click the Finish button, the report is added to the scheduler and will be sent out as defined.