How Do I Schedule a Single Report?

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Overview: Scheduling reports is the best way to run large reports.

To schedule a report:

1. Save the criteria for a report.

2. Find the report that has been saved and schedule it to run in the background.

When the report has been run, it will be in the Report Archives.

3. Select the required report and the appropriate criteria.

4. Select Save Report Criteria.

5. Name the report criteria. The report criteria can be shared with others, but cannot be changed by others.

6. Go to your Home and expand Report Criteria.

Sort the criteria by Last Modified date to find the most recent criteria.

7. Select the appropriate Report Criteria Name and Schedule the report.

The report can be scheduled to run tonight (pick a time), immediately, or at a specified date and time.

Schedule Type options:

Schedule the item to run tonight
Schedule the item to run immediately
Schedule the item to run at a specified date & time

Output Type options:

PDF
Excel (formatted)

PDF Output options:

Merge all reports into one PDF
Create a PDF for each report
Create a merged PDF and individual PDFs

8. The report will run in the background.

9. To find the report output, navigate to your Home and Expand Report Archives. If the report is not complete, it will not be listed in the Archive.

Find the report to be viewed (Sorting by Completed On date can help). Select the report name.
Select View Output (if one of the options is available).

Select View Items (if it is an option available).