Schedule Reports from the Reports Tab

  1. Click Reports and highlight the desired report.
  2. Click Schedule.
  3. On the Schedule Report screen, enter the following information, where applicable:
    1. Job Title (required)
    2. Report Parameters
    3. Schedule
      • Start Date (required)
      • Start Time (required)
      • End Date
      • Repeat Every. Determine when and how often you want the report to run.
    4. Delivery
      • Email Subject (required)
      • Format (required)
      • To: (required). Reports can be sent only to individuals in the system.
  4. Click Save to schedule the report.