Schedule Reports Maintenance

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Main Menu > Auto-Job > Schedule Reports Maintenance

Schedule Reports Maintenance allows users to create and manage recurring report schedules.

Number 1

Report - Enter a report code or click magnifying glass to search. Only reports users have access to can be selected.

Number 2

Displays the list of schedules for the selected report

Number 3

Add - Allows users to add a new schedule. Please refer to Scheduled Report Details for more information.

Edit - Allows users to edit the selected schedule. Please refer to Scheduled Report Details for more information.

Delete - Allows users to delete the selected schedule.

Scheduled Report Details

In Scheduled Report Details screen, enter a description, select an owner and set the schedule as active or inactive. The owner must be active and have access to the report.

	Report - Displays the selected report code and name. Description - Enter a meaningful description for this schedule. Owner - Select the user who owns the schedule. The owner must be active and have access to the report. Maintaining schedules owned by other users requires the Edit Another Users Scheduled Reports permission. Active Schedule - Tick to enable the schedule or untick to make it inactive. Email - Enter destination email addresses separated by semicolons, or leave blank to run the report without emailing it.
	Report Parameters - Displays a summary of the parameters used when the report runs. Edit Parameters - Allows users to change the report parameters. Please refer to Editing Scheduled Report Parameters. Reset to Default - Restores the normal report defaults.
	Run At - Enter the time of day the report should run. Timezone - Select the time zone for the run time. New schedules default to users time zone. Existing schedules retain their selected time zone when edited. Daily - Run every specified number of days, or select Every Weekday to run Monday to Friday. Weekly - Run every specified number of weeks on the selected days. Select at least one day. Monthly - Run on a numbered day from 1 to 31, or on the first, second, third, fourth or last occurrence of a selected weekday, any day, any weekday or any weekend day. Yearly - Run on a specified day and month, or on the first, second, third, fourth or last relative day within a selected month.
	Start Date - Select the date the schedule starts. No end date - Select to continue the schedule without an end date. End by - Select to end the schedule on a specified date. End after - Select to end the schedule after a specified number of queued occurrences.
	Last run - Displays the last run for an existing schedule. Next run - Displays the calculated next run.

NOTE: Reports owned AJE are required for the system to operate correctly. Only super users can assign schedules to AJE (the system auto-job executor), fully maintain them or delete them. Other authorised users can update only destination email addresses on AJE-owned schedules. Other fields are read-only, and these users cannot delete or reassign the schedule.

Editing Scheduled Report Parameters

Click Edit Parameters to choose the settings for the scheduled report. For date fields, use the relative-date button or press F5 on your keyboard to set dates that update automatically each time the report runs.

In the example below, both dates are set to Today, so the Sales Invoice Detail report includes only invoices generated on the day it runs.

Example of Report Parameters Screen with auto-date applied

The below screen will pop up after clicking the relative-date button beside a date field or pressing F5 on the keyboard, for reports with starting and ending dates.

	Base date - Select the base date to calculate when the scheduled report runs. i.e. Today (When the report runs) uses the date the report runs. References to this or current also relate to when the report runs.
	Adjust this date - Choose whether to move the base date earlier or later and enter the number of days. For example, Earlier by 1 day gives the day before the base date.
	Date summary and example - Check the description and example date to confirm the result. The date is recalculated for every scheduled run.
	OK - Applies the date setting. Cancel - Closes the screen without applying the changes.

To change an automatic date, use the relative-date button or press F5 on your keyboard. Users will not be able to type over it. To use a specific date instead, select it from the calendar.

Example: Running a weekly report with From and To dates

Set the relative date separately for the report's From and To date fields. Use Today (When the report runs) as the base date for both fields.

•Evening run - Run the report on Sunday evening after the reporting day has finished. Set the From date to Today less 6 days (Earlier by 6 days) and the To date to Today, with no day adjustment. For example, a run on Sunday 8 November 2026 covers 2 November to 8 November 2026.

•Morning run - Run the report on Monday morning. Set the From date to Today less 7 days (Earlier by 7 days) and the To date to Today less 1 day (Earlier by 1 day). For example, a run on Monday 9 November 2026 covers 2 November to 8 November 2026.

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