Schedule Reports using the Job Scheduler

Schedule Reports using the Job Scheduler

Reports can be scheduled to run automatically.
  • Date Span options allow for relative options, such as, Yesterday, Current Week, Previous Month, Period End, Previous X days, weeks, months, years, etc.
  • For Example:
    • If the report is set up to always run Previous Month, the Date will never need to be changed.
    • It can be added to the Job Scheduler to run on the first day of the month, and it will always run the previous month.

Create a Job to run Reports


  1. From Reports on the left sidebar, select the Report to run.



  1. Set the parameters for your report and Run to make sure the report output is what you expected.
  2. Click Save in the Saved Report Filters box.
  3. Enter a Title for the Report and a Description
  4. Click Save or press F2.



  1. Click the small Green Calendar to the right of the saved report.


   


Pop-up displays the Modify Job Schedule screen


  1. Run Functions: Defaults to Report.
  2. For User: Choose a user.
  3. Upload Options: If applicable, select the checkbox to Upload to external site?
  4. Choose site from the dropdown if applicable
  5. Pattern: Choose how often you want the job to run.
  6. Range:
  • Select a Start Date.
  • Select Time of Day you want the report to run.
  • Select No End Date, # of Recurrences, or select an End Date
  1. Click Save or press F2.



View the Report


On the Report Dashboard: In My Reports panel, click View on the scheduled report.



OR


From Admin on the left sidebar, select Job Scheduler.


  1. Click View on the Report that ran from the Job Scheduler



  1. Click View on the Report History screen.



  1. Report Output.



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