Scheduling a Saved Tabular Report

Saved Tabular Reports can be scheduled to run and delivered automatically. Only Saved Reports have the option to be scheduled.

For help creating a saved report, review "Configuring and Running a Tabular Report" and "Saving a Custom Tabular Report"


There are two ways to schedule a tabular report. Access a Saved Report via any of the previously mentioned methods. Any saved reports will have a Schedule Report option... 

Or access Scheduled Reports either via a menu item, console, or button. 

On the Scheduled Reports page is a list of all of saved and currently scheduled reports. Select the New Scheduled Report button. 

 

Select the Saved Report from the dropdown menu. Choose whether the output will be Included as attachment and adjust the Schedule frequency. Select the Save button to save the scheduled report.