<a id="Preparing the report"></a> |
To schedule a report, choose the one you want to run from the list in the left-hand panel, then click on the
button to start the report wizard, as shown below:In the same way as with running a report on demand, you can modify the report period, entity, filters, options and format before scheduling, by referring to the relevant pages below:
If you do not want to change any of the default settings, click on the
button, as shown below:Once you have selected your report's parameters, click on the
button.In the new window that opens you can set the scheduling parameters of the report:
<a id="Setting the scheduling parameters"></a> |
Enter the future date and time that you want the report to run at, as shown below:
If you want the report to recur, tick the box and select the frequency for re-runs from the drop-down list, as shown below:
The report can be delivered by e-mail or saved as a file to a specific location, by choosing a delivery method from the drop-down list:
Delivery method | Description | ||||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| |||||||||||||||||
File |
|
When you have configured the scheduling parameters, click on the
button to save the report's definition.Notice that your newly-scheduled reports are now listed in the Scheduled reports panel at the bottom of the screen, as shown below:
<a id="Editing a scheduled report"></a> |
To edit a scheduled report, select it from the Scheduled reports panel, and click on the button, as shown below:
A new window with the properties of the report will open, where you can edit the period, entity, filters, options and format of the report.
Click on the links below for details of how to configure these parameters:
<a id="Deleting a scheduled report"></a> |
To delete a scheduled report, select it from the Scheduled reports panel and click the button, as shown below: