Assigning a schedule to a report
This procedure describes how to designate that a report be attached to an email that is sent at a scheduled time.
Prerequisites: This procedure requires:
- The report to email must be defined (default reports already exist, custom reports must be defined) so that it appears as an option in the Schedule Emailed Report window.
- The schedule must exist so that it appears as an option in the
Export Scheduleproperty of the Schedule Emailed Report window. - A functional and accessible email account must exist so that it appears in the
Email Accountoption list of the Schedule Emailed Report window.
- Navigate to the report table and click on the Manage Reports button (
).The Manage Reports window opens. - Choose the
Schedule Emailed Reportoption and click the Ok button.The Schedule Emailed Report window opens. This window displays a list of reports from which to choose. - Select the report and click Ok.The Schedule Emailed Report window opens.
- Click the browse icon (>>) next to the
Export Scheduleproperty.The Ref Chooser window opens. - Select the schedule in the table listing and click Ok or the
button to assign the schedule to the report.The Schedule Emailed Report window opens again.NOTE: The system sends scheduled reports based on a schedule transition from afalseto atrueoutput state. This means that if the schedule you are using is already in atrueoutput state when you assign the schedule to the report, the system does not send the report. The assigned schedule output must transition tofalseand then totruefor the report to be sent. - Select the email account from the drop-down list.
- Complete the rest of the email properties as appropriate, and click Ok.
- Use the large text field area to include a message in the body of the email.The Schedule Emailed Report window opens again.
- At a minimum, give the report a
Title,File Type,Alignment, andStyleand click the Ok button.The report is now scheduled for delivery via email.