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You use the Schedule Report dialog box to schedule reports that must be automatically run on specific days and times.

FieldDescriptionNotes
Task NameUnique name to identify the scheduled report task. 
Task DescriptionBrief description of the scheduled report.REQUIRED.
Parameter Set

The parameter set applied to the report.

If you selected a parameter set in the individual report screen, this field is automatically filled with the selected parameter set.

If you did not select a parameter set in the individual report screen, you can either type the name of the parameter set in the field or select an available parameter set from the drop-down menu.

REQUIRED.
Export Type

Format for the exported schedule.

Examples of format types include:

  • PDF
  • Excel
  • CSV

Either type the format type in the field or select it from the drop-down menu.

REQUIRED.

Format options depend on the report type.

Report Dates

Date range during which the reports are run.

Either type the date range in the field or select it from the drop-down menu.

REQUIRED.
Time Zone

Time zone applied to the scheduled reports.

Select the time zone from the drop-down menu.

 
Email Distribution
From

Email address of the sender.

Entry must be a standard email format.
To

Email address of the recipients.

 
CC

Email address of the copied recipients.

 
SubjectBrief description of the purpose or content of the email message. 
MessageEmail message. 
Execution Days/Times
Day (Sunday through Saturday)

Check boxes for each day of the week.

Select the check boxes for the days in the selected date range on which you want the report to run.

 
Time (HH, MM, AM/PM)

Fields for entering the time of day.

Edit this field by changing the value directly in the field or by using the up and down arrows to the right of the field to increase or decrease the value by increments of one.

If you enter a value in these fields and have not yet selected the check box for the day, the day check box becomes automatically selected.
Buttons
Cancel

Cancels your selections and closes the dialog box.

 
SaveSaves your selections, closes the dialog box, and schedules the report. 

 

TK

 

 

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