Scheduled Reports

The Reports > Scheduled Reports page displays a table of scheduled reports created in the system. The list is pre-filtered based on your role type and access.

NOTE: To edit or delete a report, click the report name in the table to open the Report Detail page.

Search for a Report

To search for a report, use the available dropdown menus to filter the data in the results table. Check the Show All Users checkbox to show scheduled reports for all users.

Add a New Scheduled Report

To add a new scheduled report:

1. Click the [Add Scheduled Report] button on the right-hand side. The Add Scheduled Report page displays.
   
   

2. Use the fields and dropdown menus to enter the report information. All fields are required.

3. Optional: Turn on Send Email? to enter one or more email addresses to receive the scheduled report.
   
   
4. Click [Submit] to create the report. 

Edit a Scheduled Report

NOTE: You can only edit or remove scheduled reports that you created.

To edit a scheduled report:

1. Click the name of the report in the results table.
   
   
2. The Edit Report page displays. Use the fields and dropdown menus to make the desired edits.
   
   
3. Click [Submit].
4. Optional: To remove a scheduled report, click the [Remove] button in the upper right-hand corner. 

Export a Scheduled Report

To export, select the items to export, click [Export] on the right-hand side, and choose the file format. You can also check the orange checkbox at the top of the results to select all the items. 

See also:

On-Demand Reports

Report Archive