Scheduling a recurring report will allow you to set predefined parameters to generate a report on a regular cadence, such as daily, weekly, monthly, or yearly.

To schedule a recurring report, click into the Scheduler tab and click Schedule New in the top-left corner of the page. The Schedule New button will trigger a pop-up window where a report selection may be made.

The window will also display the next five report run times and date ranges for ease of use.

When complete, click Save. All completed reports will be available in the Repository after each scheduled run.

Did this answer your question?