Schedules

How to create a scheduled report

A scheduled report is a report that is sent out by e-mail at a specified time or uploaded to the reports folder where it can be viewed (or both).

Creating a report is a straightforward process with a wizard to guide you through the process. Before you begin though you should have users defined on the Security tab. It is not required though. You can edit the report later to add the users who will receive the report. Limiting access to reports

Tip! If you want to create another version of an existing report, select it and choose Copy. A new report is created with the same name followed by a number 1, 2, etc. Then modify the report as needed.

To create a scheduled report, follow these steps:

1.	Choose the Schedules tab, then click the Schedule Reports tab.

2.	Click the New button to create a static report. The Schedule window appears.

3.	Give the report a name and a description. The name itself should be descriptive.

4.	Choose to which business group the report belongs. A report can only belong with one business group. If you want the same report for each business group, you must create another report. To save time, make one report and then copy it.

5.	Choose the time range for the report. The report is static and will only show the time range you choose.

6.	Choose the report from the list you want to use. To learn more about the reports, see the Reports tab. Each report there has a description.

7.	Choose what format you want for your report and click the Next button.

8.	Click Add to define when you want the report delivered. Click Next.

9.	Select how you want the report delivered. Click Next.

10.	Select which users will receive the report and click Finish. Users are created on the Securitytab.