Use the Report Scheduler

You can select to run reports at a later date. You can also run them automatically on a recurring schedule.

Open a standard or custom report.

For a standard report, the launch page automatically appears.

For a custom report or relationship report, click Save and Run. The launch page appears.
Select the query and other options.
In the Report Format field, you must select an email or drop box option.
Click Schedule for Off-Hours. The My Scheduled Items page appears and shows the reports currently scheduled for your user account.

Tip: You can also view a list of your scheduled items from your Home page when you click Open My Scheduled Items. When your user account has Administrator rights, you can use the Show Items for field to display and edit all of the scheduled reports for your organization..

The left side of the My Scheduled Items page displays the current scheduled reports.

Report Name - the name of the report.
Query Name - the name of the query being used to run the report.
Next Scheduled - the next date listed on the schedule for this report.
Last Run - the date and time the report was last generated on the schedule.
View Schedule - a link to view the upcoming dates on the report schedule.

The right side of the My Scheduled Items page allows you to update the schedule for each report.

Disabled - allows you to disable the report by placing a check in this box. This allows you to keep your report from running without actually deleting the report.
Name - the name of the report.
Schedule - allows you to choose the frequency on which you want your report to run. Your options are: Daily, Every X Day(s), Every Weekday, Weekly, Recur Every X Week(s) on the day of your choice, Monthly, Recur Every X Month(s) on either a specific chosen date or The First/Second/Third/Fourth/LastSunday/Monday/Tuesday/Wednesday/Thursday/Friday/Saturday/day/weekday/weekend day of the month.
Valid From - allows you to designate the dates your scheduled report is valid. The maximum is date range is one year from the day the report is scheduled. When your report is close to expiring you receive a warning on the Home page. You can click on that message to navigate to the My Scheduled Items page and update the report schedule to a new date range. Expired scheduled items are disabled. One month after the expiration date, they delete from the schedule.

Note: To schedule the report once, enter the same date for the Valid From fields.

Email - allows you to designate the email address to which the report will be delivered once generated. If this field is blank, then the report will be delivered to your Drop Box.
Subject - allows you to designate a personalized subject line for the email that will have your report attached to it. This option is only available if you are sending the scheduled report to your email and have filled in the Email field.
Update - click the button to save changes that you have made to the highlighted scheduled report.
Update and take ownership - For scheduled items you don’t already own, you can select to assign the scheduled report to yourself.

FAQs

When do my scheduled reports run? - Scheduled reports run between 2:30am and 6:00am, according to your user account's time zone.

Tip: If you want to schedule daily reports, use a query based on a "Yesterday" variable date range rather than a "Today" date range. If you use the Today date range, your report will be run for the day that has not yet been completed.

Tip: When using Last Week and This Week date ranges for your scheduled reports, keep in mind that eTapestry uses a Sunday through Saturday week. For instance, if you schedule an item to run on Saturday 7/19/08 using the Last Week query it will pull Sunday 7/6/08 - Saturday 7/12/08 (the previous week). If what you want in that example is to see the dates 7/13/08 to 7/19/08, you should either choose a This Week date range, or schedule your report to run on Sunday (the beginning of the new week).
What happens if I update the query or report that a scheduled report is based on? - If you update the query or report that a scheduled report is based on, then when the scheduled report runs, it will reflect those updates.
What happens if I delete or disable a user account that has scheduled reports? - If you disable a user that has scheduled reports, those scheduled reports will no longer run as long as the user account is disabled. If you delete a user that has scheduled reports, you will delete all of that user's scheduled reports.

Tip: If you want to be able to view the scheduled reports on a user's account but do not want anyone to log in as that user, do not delete the user - disable their account instead. You can disable a user account by looking up the account, going to the Rights page, unchecking the box next to "User Login Enabled," and clicking Save.
Can I update the scheduled report's delivery method? - You can always change the delivery option from the My Scheduled Items page. If you originally scheduled your report to be delivered by email, you can change it to leave the report in your Drop Box area by deleting your email address from the Email field. Likewise, if you originally set up the report to go to your Drop Box, you can change it to go out by email by filling in an email address and subject.
Can I set up my scheduled report to go to multiple email addresses? - You can send your report to more than one email address by typing the email addresses into the Email field on the Scheduled Items page. The addresses should be separated by commas.
Why didn't I receive my scheduled report?- Possible Cause 1: The scheduled report's valid from date range has expired.

Check your Scheduled Items page and update the report's "Valid from" date range.

Possible Cause 2: Your email server or inbox did not accept the email with the report attached.

Some email servers will not accept emails with attachments over a certain size. Please check your spam folder to see if the email was erroneously flagged as spam. If you do not locate it in your inbox or spam folder, and you do not receive a message indicating why the report did not run, you can check with Support to see if the report was sent out - if it was but you didn't receive it, this may indicate that the email was not accepted by your email server.

Tip: If you find that your email inbox consistently will not accept your emailed report, please try setting up the report to send to your Drop Box instead.

Possible Cause 3: The query was deleted.

If you delete a query that a report is scheduled to use, then the report will not generate, and you will receive an email stating why your report could not run.

Possible Cause 4: It encountered an error.

Scheduled reports occasionally encounter errors, such as an error with the query, that prevent the report from running. If this occurs, you should receive an email indicating that your report did not run because it encountered an error.

Tip: Should this occur, please locate the query that your report is scheduled to use and try running a preview of that query. Then try running the report manually using that query. Contact Support for help resolving any errors you receive when previewing the query or running the report.

Possible Cause 5: The Fairness Policy

The Report Scheduler will cycle through all databases one time to allow each organization at least one report to be run. If you schedule multiple reports to be run on the same day, the scheduler will generate the report with the highest priority first, then if time permits your subsequent reports will be generated.

Tip: Tuesday tends to be the day of the week with the greatest number of reports scheduled, and therefore the highest chance that not all reports will be able to run in the scheduled time frame. To avoid this issue, we recommend scheduling your reports on days other than Tuesdays, and also scheduling reports to run on different days rather than running them all on the same day.