This article will walk you through the steps to schedule any created express report to be run.
Right click on the express report you wish to schedule, selecting the Schedule Report option:
Schedule Report option
The scheduler wizard screen will load:
Scheduler wizard screen
Give the schedule a name:
Select the export type, and if neccessary apply a password:
Export type and password settings
Specify the schedule time, this is the time of day the report will run:
Schedule time setting
The next setting to apply is the recurrence pattern, once you have selected an option from the left-hand side the sub-options on the right that appear will change accordingly:
Recurrence Pattern settings
Lastly set the recurrence range parameters, set either between date ranges or a set number of recurrences:
Range of recurrence settings
Once all recurrence parameters click the Next button from the bottom-right hand corner of the screen:
This will then take you to the Filter screen:
Filters already applied to the report will display by default. Filters that would normally prompt for values would need to have values specified.
Once all appropriate filters have been set click the Next button from the bottom-right hand corner of the screen:
You will then be taken to the Recipients screen:
Begin by entering the required email address' of recipients into either the To, Cc or Bcc fields:
Enter a subject lin for your email, if this is left blank the name of your report will be used:
Finally enter any suitable text you want to appear in the email in the body box:
Click the Finish button in the bottom right-hand corner of the screen to complete the scheduling setup:
Below is an example of a scheduled report email:
NOTE: If a report is changed after a schedule is created (such as adding or removing columns or changing a filter), the changes will not be reflected in the scheduled report at this time. ESM recommends deleting the current schedule and creating a new one if the report is changed.
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