Scheduling a Report

Scheduling a Report
General Tab > Scheduling a Report

To schedule a report, click on the Schedule Report button the General Tab. 

From here, you must fill in the name and description and then choose an output. 

Output Options: The output selected in the schedule will override the output on the General tab. 

  • Excel Email: Emails the reports as an excel file.
  • Printable PDF Email: Emails the reports as a pdf file
  • CSV Email: Emails the reports as CSV files
  • Excel FTP Upload: Uploads the reports as an excel file to an FTP. FTP must be set up on the General tab.
  • PDF FTP Upload: Uploads the reports as a pdf file to an FTP. FTP must be set up on the General tab.
  • CSV FTP Upload: Uploads the reports as a CSV file to an FTP. FTP must be set up on the General tab.
  • Excel Dropbox Upload: Uploads the reports as an excel file to a Dropbox account. Dropbox must be set up on the General tab.
  • PDF Dropbox Upload: Uploads the reports as a pdf file to a Dropbox account. Dropbox must be set up on the General tab.
  • CSV Dropbox Upload: Uploads the reports as a CSV file to a Dropbox account. Dropbox must be set up on the General tab.

    Schedule

    • Recurring: indicates if you want it to be scheduled once or on a repeating basis. 
    • Begin Date and End Date: Sets the date range for the schedule
    • Specify time to run
      • If you do not specify a time, then it will run at 12 am.
      • The times available are between 7 pm and 7 am. Reports cannot be scheduled to run between 7 am and 7 pm to avoid slowing down the servers. The report can be manually executed during normal business hours as needed.
    • Run Every: Give the ability to run every day, week, month
    • Recurring Override: This allows you to run or not run the list on a specific date
    • Preview Recurring Schedule: This will show what days the list is scheduled to execute based on the above parameters.

    NOTE: Saving the Schedule does not commit it to the report. You must also save the report.