Revision as of 02:33, 3 August 2016

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Previous article in this series: Report Design Layout

Overview

Reports can be scheduled to run at a set interval, which will produce a PDF or CSV file that is emailed to specified email addresses.

Any report other than a statistics report can be scheduled. The reports that can be scheduled produce a grid of results.

Procedure

1. The Analyst who will be doing this procedure must have Reports Access enabled on their account, or they will not see the Reporting tab.
2. Click the Add button .
3. Enter a name for the schedule in the Name field. Note that this is not necessarily the same as the report name.
4. Select a report in the Report menu.
5. Click a checkbox for the type of file attachment you want.
6. Click the Save button .

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