You can schedule a standard report so that it automatically generates at a specified interval. This makes it easy for you to view necessary data without having to constantly log in to the system.
Add a New Scheduled Report
2 Expand the Report Scheduler menu on the main panel of the page.
3 Select Add New.
The Add New window opens.
4 Enter a title in the Report Name field.
5 Select the report format in the Format drop-down menu
- Entire Report - PDF
- Summary - Excel
- Detail - Excel
6 Select the interval in the Frequency field:
- N/A
- Daily
- Weekly
- Bi-Monthly
- Monthly
- Quarterly
- Semi-Annually
- Yearly
7 Select the status from the Active field:
- YES (This report will be generated at specified intervals).
- NO (This report will be in a holding state and not generated at specified intervals).
8 Select the initial start date (date the scheduled report will be generated).
9 Select a termination date (last date the scheduled report will be generated).
10 Click Save Changes.
Deactivate a Scheduled Report
1 Expand the Report Scheduler menu on the main panel of the page.
2 Select View Scheduled.
The View Scheduled window opens.
3 Select a report from the Scheduled Reports list.
4 Click Deactivate Selected.
The report is disabled.
Standard Reports List