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. 

Step-By-Step Guide

 

Instructions

Additional Information

1

From the Reports tab in Portal, select the report you would like to schedule.

 
2Click Edit. The Criteria page for the report is displayed. 
3Enter the relevant criteria for the report.
The Report Folder field is optional and defaults to System, but if you'd like the report placed in a specific folder location, open the drop down list and select a folder. Only folders to which you have access are displayed.
4

Click Schedule Report. The Schedule page opens.

 

5

Enter the Configuration information for the scheduled report:

  • Begin date - date to first execute the report
  • End date - date to stop executing the report (if applicable)
  • Time - time to execute the report
  • Recurrence - frequency to execute the report
  • Job Name - name to identify the scheduled report execution

If Weekly is selected for the Recurrence, you will need to select the Day of the Week to run the report.

If Monthly is selected for the Recurrence, you will need to select the Day of the Month to run the report.

6

Enter the Notification information for the scheduled report:

  • Method - means to be notified when the report execution has been completed; options include: Internal or Email.

If Internal is selected for the Method, you will need to select the user to receive the notification in their Messages.

If Email is selected for the Method, you will need to enter the email address to receive the notification.

7Click Save.
The scheduled job appears in the list of jobs found on the Scheduled tab.

 

 

 

 

 

Related Topics

Scheduled Reports

Viewing Scheduled Report Output

Related Training/Support Documentation

Not applicable for this topic

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