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

The report appears in the Completed Reports panel.

To schedule a report:

1   Click Tools > Reports.
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 Next.
6   A summary of the report appears. Click Done to return to the Reports tool.

 

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