• Last edited on: 25 April 2024

Scheduling A Report

You can schedule legacy reports to run on a specified basis


If you don't see a Reports link it is because we are in process of sunsetting legacy reports. For help with reporting, see Using Advanced Reports.

  • You can schedule reports to run on a specified basis.
  • Navigate to Reports, select a report, enter your search parameters, and click Schedule Report.
  • On the Schedule Report Settings screen, enter the following:
    • The name of the User who should receive this report.
      • Type the name until the user appears, then select their name and click the Add button.
    • Under Define Schedule select how frequently the report should be sent: Daily, Weekly, Monthly, or just Once.
    • Enter additional Schedule parameters.
    • Click Submit.