Generating and Scheduling Reports

After a report has been configured, it can be generated immediately or scheduled for a specific time. When a report is scheduled, it can be set to run once or on a recurring basis. The configuration persists after the report has been run, so you can generate a report with the same name and configuration as often as desired.

To run a configured report:

1  Click the Reports tab.

2  From the Configured Reports panel, enable the checkbox next to the report that you want to generate and click Run Now.

When the report has finished running, it appears in the Completed Reports panel.

To schedule a report:

1  Click the Reports tab.

2  From the Configured Reports panel, enable the checkbox next to the report that you want to generate and click Schedule.

The Schedule Reports page appears.

3  From the drop-down list, select how frequently you want the report to run.

4  Type the date and time you want the report to run in the text boxes. For the date, use a month/day/year format.

5  Click Schedule to schedule the report.

 


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