Scheduling a Report
Scheduling reports allows System Administrators to automatically run reports at specified times instead of having to generate all reports manually.
To schedule a report, click on Reports from the Launchpad. This will take you to the Report Library main screen. You will notice the screen is divided into several category sections according to report type, with Show/Hide features for easy organization.
To schedule a report, select the down arrow to the right of the appropriate report category section.
The report section will expand to include all reports in that report category section. Select the Schedule link to the right of the chosen report.
Selecting the Schedule link will take you to the Preview tab. Here you can schedule the date you would like your report to be generated.
This is also where you will select your report parameters. Note each report in your Report Library will have different parameters.
You can also select a start date and an end date. Note that these dates relate to what data time-frame you would like included in your report, not the date you would like the report to be generated.
Once all parameters have been applied, select the Report Format (i.e. web page, PDF, Excel). Note that not all reports list every Report Format.
The Report Format options are as follows:
- Web Page Format - A Web Page is a functional format that allows you to drill down on data elements to inspect the underlying data supporting it.
- PDF Format - The PDF is a good option for official reports, grants, etc.
- Excel Format - If you download the Excel file you can use Excel to manipulate the data (e.g. Sort/Check for duplicates, etc.)
Select OK to schedule the report.
After selecting OK, the Report Queue Manager popup box will appear notifying you that your report is being processed. Close this window to continue.
Once the popup window is closed, the report will show up under the Scheduled Reports section in the right sidebar. And if you mouse over the queue icon at the top of the screen to the left of the main menu icon, a popup box will appear listing report details. Note that the report will be listed as Scheduled.
Deleting Scheduled Reports
You can delete this report from the Report Queue if you mouse over the entry and select the trashcan icon that appears to its right.