Schedule the Report

You can schedule the report to go directly to the queue, where it will be run according the rules of your queue.

1. For Report Schedule, leave the Run this report immediately option selected.

2. For Report Results Available Email Notification, click the Send the email notification checkbox to notify other administrators that the new report is available if this report is shared.

3. Click Next. The Share Report page displays.

You can schedule the report to be sent to the queue at specific date and time, where it will be run according the rules of your queue.

1. For Report Schedule, click the Schedule this report to run at a future time and date option. Additional options display on the page.

2. For Hour of the Day to Send this Report to the Queue, click the best time block option for running this report.

3. For Date to Send this Report to the Queue, enter the date on which this report should run (or, click the calendar icon and select the date on the calendar displayed).

4. Click Next. The Share Report page displays.

You can schedule the report to be sent to the queue on specific days of the week, weeks of the month, or by the month itself on a recurring basis. You will schedule the start date and end dates.

To avoid overloading the system, your site has a limit of reports that can be run each day, month, and week. This is set in Read-Only site options. If you attempt to schedule a report that will exceeds the limit, an error message displays and you must decide how to work around the limits.

If the system detects that a recurring report has not been viewed by anyone after 60 days, an email notifies the report creator by email that the report does not appear to be in use and will pause in 3 days if no one responds. A link in the email can be clicked to save the report from being paused, or the report can be unpaused from the Scheduled page.

1. For Report Schedule, click the Schedule this report to run on a recurring basis option. Additional options display on the page.

2. For Hour of the Day to Send this Report to the Queue, click the best time block option for running this report.

3. For Start Date, use the date selector drop-down lists to set the first month, day, and year on which to run the report.

4. For End Date, use the date selector drop-down lists to set the final month, day, and year on which to run the report.

5. For Schedule Type, to run this report based on a pattern by:

   • Day (such as every day, every other day, or a specified number of days apart, as well as by day name), leave the Every n days option selected and then click the day pattern from the Every n days drop-down list.

   • Week (such as every week, every other week, or a specified number of weeks apart):

     1. Click the Every n weeks on n day of the week option. The corresponding Every n weeks on n day of the week drop-down lists become active.

     2. From the first drop-down list, click the appropriate weekly interval at which to run this report.

     3. From the second drop-down list, click the appropriate day of the week on which to run this report.

   • Month (such as every month, every other month, or a specified number of months apart as well as a specific month by name):

     1. Click the Every nth day of n month or months option. The corresponding Every nth day of n month or months drop-down lists become active.

     2. From the first drop-down list, click the appropriate daily interval at which to run this report.

     3. From the second drop-down list, click the appropriate monthly interval on which to run this report.

   • Specific Daily Interval on a Monthly Interval (such as the first day or first Tuesday of every month or on a specific month by name):

     1. Click the On nth of n day of n month or months option. The corresponding On nth of n day of n month or months drop-down lists become active.

     2. From the first drop-down list, click the appropriate daily interval at which to run this report.

     3. From the second drop-down list, click the appropriate day on which to run this report.

     4. From the first drop-down list, click the appropriate monthly interval at which to run this report.

6. Click Next. The Share Report page displays.