Schedule reports

1. Open the Setup screen by selecting  > Setup.

2. In the Report Setup drop-down list, select Report Scheduler.

3. Click Add New.

   

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4. Configure the created report.

5. Click Submit.

Once created, the new report will appear in the Report Scheduler, in the Scheduled Reports drop-down list.

You can use the Report Scheduler tabs to configure the existing or new reports.

Report Tab

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Option	Description
Report name	The type of the report to run. To find available report types, go to Reports > Legacy Reports.
Frequency	Defines how often the report should be run.
Parameters	The report's parameters. To see available parameters and values for a specific report type, see that type's page in Reports > Legacy Reports. Syntax: {Parameter}={Value}. To specify multiple parameters, separate them with the & character.

Email Tab

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Option	Description
Email To	Specifies persons who will receive the scheduled report. You can select them from the drop-down list or enter emails manually. To specify multiple emails, separate them with the semicolon.
Email Errors To	Specifies persons who will receive the error notifications if the report cannot be created. You can select them from the drop-down list or enter emails manually. To specify multiple emails, separate them with the semicolon.
Email Subject	The subject of the email containing the scheduled report.
Email Body	The body of the email containing the scheduled report.

Status Tab

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Option	Description
Status	Defines the status of the scheduled report.
Priority	Defines the priority of your scheduled report.
Active	Defines whether the report is active. Clear the check box to stop generating reports.
Rerun Report	Select to run this report on the next report run, regardless of the schedule.
Last Run Date	Shows the date when the report was sent last time. You cannot edit this field.
Next Run Date	Shows the date when the report will be sent next time. You cannot edit this field.
Run Duration in Seconds	Shows how long it took for this report to be generated last time. You cannot edit this field.
Error Description	Shows the description of the error if any occurred during the report generation. You cannot edit this field.
Date Created	Shows the date this scheduled report was created on. You cannot edit this field.
Last Update	Shows the date when this report was updated and the name of the user who updated it. You cannot edit this field.