Scheduling a Report
General Tab > Scheduling a Report

To schedule a report, click on the Schedule Report button the General Tab. 

From here, you must fill in the name and description and then choose an output. 

Output Options: The output selected in the schedule will override the output on the General tab. 

• Excel Email: Emails the reports as an excel file.
• Printable PDF Email: Emails the reports as a pdf file
• CSV Email: Emails the reports as CSV files
• Excel FTP Upload: Uploads the reports as an excel file to an FTP. FTP must be set up on the General tab.
• PDF FTP Upload: Uploads the reports as a pdf file to an FTP. FTP must be set up on the General tab.
• CSV FTP Upload: Uploads the reports as a CSV file to an FTP. FTP must be set up on the General tab.
• Excel Dropbox Upload: Uploads the reports as an excel file to a Dropbox account. Dropbox must be set up on the General tab.
• PDF Dropbox Upload: Uploads the reports as a pdf file to a Dropbox account. Dropbox must be set up on the General tab.
• CSV Dropbox Upload: Uploads the reports as a CSV file to a Dropbox account. Dropbox must be set up on the General tab.

Schedule

• Recurring: indicates if you want it to be scheduled once or on a repeating basis. 
• Begin Date and End Date: Sets the date range for the schedule
• Specify time to run
  • If you do not specify a time, then it will run at 12 am.
  • The times available are between 7 pm and 7 am. Reports cannot be scheduled to run between 7 am and 7 pm to avoid slowing down the servers. The report can be manually executed during normal business hours as needed.
• Run Every: Give the ability to run every day, week, month
• Recurring Override: This allows you to run or not run the list on a specific date
• Preview Recurring Schedule: This will show what days the list is scheduled to execute based on the above parameters.

NOTE: Saving the Schedule does not commit it to the report. You must also save the report.