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Scheduling Reports

When you schedule a report, the CMS runs the report automatically at the times you set and sends the exported results to the users and groups you choose. Use schedules to keep users up to date without running reports manually. Each report can have multiple schedules. Each schedule has its own start date, time, recurrence, and recipients.

Note
The CMS does not schedule advanced reports because they require special authentication and remote access.
To schedule a report:
  1. Navigate to Administration > Reports.
  2. Expand a folder in the Reports menu, and then click the report you want to schedule.
  3. Click the report's Schedules tab.
  4. Click the Add New Schedule plus sign (+) button.

    The Schedule Entry form displays.

    Note
    To delete a schedule entry, click the minus sign (−) in the top right corner of the entry.

    Reports Schedules Tab

  5. Enter the Start Date in MM/DD/YYYY format, or click the calendar icon to choose a date.
  6. Enter the Time of Execution in the hour (HH) and minute (MM) field manually or click the clock icon to choose the time, and then set AM or PM.
  7. Use the date and time pickers to enter a Start Date and Time of Execution.
  8. Set how often the report runs in the Recurrence fields. Enter a number, and then select Days, Weeks, Months, or Years.

    For example, enter 2 and select Weeks to run the report every two weeks.

  9. Add the users and groups to receive the report:
    1. Click the plus sign (+) under Users to receive exported report.

      The Select Groups and/or Users dialog opens.

    2. Select the groups on the Groups tab and the users on the Users tab.
    3. Click Add.
    Note
    • A schedule requires at least one recipient.
    • To remove a recipient, click the minus sign (−) next to the recipient.
  10. Click the Save Report Scheduling button Save Reports Configuration Button in the top right corner of the Schedules tab.
    Each scheduled run displays in the Upcoming scheduled report executions list in the Scheduling view of Reports Manager (click Administration > Reports > Scheduling). The list includes the report name, the scheduled time, and the number of recipients.

Next Steps: Ensure the scheduling service is running so that scheduled reports run automatically.

In the Scheduling tab, Scheduler Started shows the service status. To start the service, click Start Scheduling Service button Start Scheduling Service Button.