Complete this task to create a scheduled report execution in Portal. Reports can be scheduled for a single, specific time in the future or on a recurring basis.
A maximum of 10 reports can be scheduled at a time. |
Instructions | Additional Information | ||
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1 | From the Reports tab in Portal, select the report you would like to schedule. | ||
2 | Click Edit. The Criteria page for the report is displayed. | ||
3 | Enter the relevant criteria for the report. |
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4 | Click Schedule Report. The Schedule page opens. |
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5 | Enter the Configuration information for the scheduled report:
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6 | Enter the Notification information for the scheduled report:
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7 | Click Save. |
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Not applicable for this topic |