Scheduling reports

Prerequisites

• Create the reports that you want to include in the pack, see the help topic, Creating reports.
• Ensure your recipient exists. If not, you need to create a new one, see the help topic, Creating new recipients.
• Create a delivery time, see the help topic, Creating delivery times.
• If you want to use different email messages with your report packs, see the help topic, Adding new email messages.
• Add a custom page, if you need it, see the help topic, Adding custom pages.

Procedure

1. Click Reports, Report Pack Manager, and then New.
2. Click + Report, select the reports to include and click Add {n} Report(s).
3. Click + Page, select your custom page and click Add {n} Custom Page(s).
4. In the left hand pane, order the reports and custom pages.
5. Click Recipients, select the people who you want to receive the report pack and click Update.
6. Click Delivery Times, select the frequency that you want and click Update.
7. If you want to use a specific email template, click Email Message and choose the template to use and click Update.
8. Enter a SCHEDULED REPORT PACK NAME and click Save.