Schedule a customized report
The
To schedule a custom report:
- Select the report you require from the list of available reports. Click
Edit.
- In the Schedule section, click Click here to change these settings.
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Use the option buttons to select from:
- Not scheduled
- Automatic scheduling
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Custom scheduling
Automatic scheduling configures a report to be generated at intervals during the specified Date Range. For example, a report with a date range of This Month will be generated weekly (on the first day of the week).
- If you select Custom scheduling, use the drop-down menus to select the frequency and delivery time of the report.
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Click Save.
View the date of the next scheduled report in the Report Details section when you select the report from the Report Center Home page.