You use the Schedule Report dialog box to schedule reports that must be automatically run on specific days and times.
| Field | Description | Notes |
| Task Name | Unique name to identify the scheduled report task. | Required. |
| Task Description | Brief 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:
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. | Only one sender email address can be entered. Entry must be in standard email format. |
| To | Email address of the recipients. | Entries must be in standard email format. |
| CC | Email address of the copied recipients. | Entries must be in standard email format. |
| Subject | Brief description of the purpose or content of the email message. | Entries must be in standard email format. |
| Message | Email message. | |
| Execution Days/Times | ||
| Day (Sunday through Saturday) | Check boxes for each day of the week 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 at which you want the report to run. 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 a check box for the day, the day check box becomes automatically selected. |
| Buttons | ||
| Cancel | Cancels your selections and closes the dialog box. | |
| Save | Saves your selections, closes the dialog box, and schedules the report. | |