Users can now set up automatic reports themselves using the new Schedule Reports Maintenance program or by clicking the Schedules button in the Report Parameters screen of an eligible report.
For reports that support scheduling, users can choose the report settings, when it runs and who receives it by email. Reports can run daily, weekly, monthly or yearly.
Navigate to Main Menu > Auto-Job > Schedule Reports Maintenance, or click Schedules on the Report Parameters screen.
Scheduled Reports Maintenance Screen
Example of Report Parameters Screen with the Schedules button
Please refer to Schedule Reports Maintenance for more information.
When setting Report Parameters on a Scheduled report, users can select relative dates. The Set Report Date screen automatically updates report dates each time the report runs. For example, a weekly report can always cover the previous week without users changing the dates. To access the Set Report Date screen users can click the relative-date button beside the date fields or press F5 on your keyboard.
Example of Report Parameters Screen highlighting relative-date button
Set Report Date Screen
Please refer to Set Report Date for more information.
A new Scheduled Reports Listing report is also available to list the schedules that have been set up.
Schedule Reports Listing Screen
Please refer to Scheduled Reports Listing for more information.
