Schedule a Report

Schedule any report that has been added to the My Reports directory. You can also send external email messages containing reports to any person in your database with an email address in their account. This screen is also used to make changes to the schedule of a report.

Schedule a saved report in two ways:
- As soon as you add it to your My Reports directory. Refer to the Add to My Reports topic for steps on adding a new report to your My Reports directory.
- Add scheduling options to an existing saved report in your My Reports directory. Selecting a report and Edit.
On the report parameters edit screen, click the Schedule check box to expand the Schedule and Delivery sections.
- Specify when the report should run in the Schedule section. You can use the Repeat Every section to determine when and how often you want the report to run. Options available to each Repeat Every selection are displayed when the button is selected. Click the select all | select none links to quickly check/uncheck the month or days of the week check boxes.
- Use the Delivery section to record information about who should receive these scheduled reports through email. Select the format of the report and select the recipients from the People list.
  Note: The Company name and the person who created the scheduled report is shown at the bottom of the email.
  
  Click the hyperlink under the Email Subject Translation and then click a language option to add a customized subject line. Add text for each language your company supports. The email subject line defaults to the report title.
  
  Note: Scheduled reports are not updated when a user changes his language preference. Users receive scheduled reports in the language is set in their user settings when the report is scheduled. If a user updates his language preference, he will continue to receive the schedule report in the previously set language.
Click Create or Save to update the report.
The My Reports screen appears. Scheduled reports are indicated with a green check in the Scheduled column.

Updating or Deleting Schedule Options

This same screen where you define the schedule and delivery options is also used to make changes to the schedule or remove scheduling.

To make changes to the schedule criteria, edit the report and save your changes.
To remove the schedule criteria, edit the report, uncheck the Schedule check box, and save your changes. Once you have saved your changes all schedule selections are cleared.

Note: Scheduled reports continue to run even after the user account associated with the scheduled report has been deactivated. These reports must be manually deactivated when an administrator account is deactivated.