Schedule the report

Report types: Both standard and template-based reports

Use the Scheduling tab to set up a schedule for running the report for yourself or for other users. The configured schedule applies to all recipients of the report. The recipients will see the report on the Available Downloads screen and can download the output after the report has run successfully.

When scheduling the report for other users, you must make sure the recipients’ roles have been given access to the report on the Report Setup screen.

Specify the report recipients

You must make a selection from the Schedule For list to enable the scheduling options. Only program administrators can schedule a report for other users.

To run the report to run only for yourself:

In the Report Recipients settings, select Self from the Schedule For list. Your name and current role are shown.

To cancel the schedule, select the check box next to your name and click Remove.

To schedule the report for other users:

1. In the Report Recipients settings, select Multiple Recipients from the Schedule For list.

   

2. Enter a few characters of a recipient’s last name in the Search by Name field and select the name from the list of matches.

3. If the user has multiple roles, select the role that will have access to the report output and click Add Recipient. Repeat steps 2 and 3 to schedule the report for additional recipients, up to a maximum of 15.

   

4. To include yourself in your current role as one of the recipients, click Add Self.

5. To remove a recipient, select the check box next to the recipient's name and click Remove.

Set up the schedule

To run the report once:

1. In the Run Schedule settings, select Single Occurrence.

   

2. Click the calendar icon and select the date when you want the report to run.

To run the report on a recurring schedule:

1. In the Run Schedule settings, select Recurring.

   

2. Specify the Frequency and the day when the report will run. You can choose from the following combinations:

   • Daily - Run the report daily, either Every Day or Every Week Day.

   • Weekly - Run the report weekly on the selected day of the week.

   • Monthly - Run the report monthly on the specified date (1 - 28) or on the Last Day of the month.

   • Quarterly - Run the report quarterly, either on the First day of quarter or the Last day of quarter.

   • Cycle - Run the report once per cycle, either on the First day of current period or Last day of current period. Cycle options only display if cycles have been set up for your organization.

Tip

• Recurring schedules: If you intend to run your report on a recurring schedule, make sure that the schedule aligns with any date filter criteria for the report. For example, if you intend to run a transaction report on the 1st day of every month, make sure that the Post Date filter is set up to limit the data to the last 30 days (using the "Is Relative" operation). This way, every time the report runs, it will include a new month's worth of data. If the filter specifies a fixed date range, or a range that is less than the schedule frequency, your report output may not include all the data you expected.