Updating Report Recurrence

 

Procedure

Follow the steps below to change the schedule on which the system will automatically run a selected report:
 

Step

Action

From the Reports menu, select Scheduled Reports.

 

Result:  The system takes you to the Scheduled Reports screen.

 

Note:  You can also get to this screen by clicking the Scheduled link in the Status column of the Report Summary Log for a scheduled report.

From the Frequency column, click the value for the report you want to update.

 

Result:  The system takes you to the Schedule Report screen.

When do you want the report to run?

If you want it to run...

Then...

Every day

Select the Daily radio button

Once a week

Select the Weekly radio button

Once a month

Select the Monthly radio button

 

When do you want the report to stop running automatically?

If you want it to end...

Then...

On a specific date in the future

Type the date in the End Date field.

 

Note:  You can also select the date from a calendar by clicking icon_calendar.gif.

Never (i.e., you want the system to generate the report at the selected interval until you specifically tell it to stop)

Select the No End Date radio button

 

If you want the system to send the report to additional people, type the addresses in the If you would like this report to be sent... field.

 

Note:  All email addresses must be separated by commas.

Click btn_newsubmit.gif.

 

Result:  The system attempts to save your changes, then returns you to the last screen you were viewing.

Related Tasks

The following tasks are related to the procedure described above: