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Report Schedule

This article explains how reports can be added to a schedule to be run at certain times.

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Written by David Bayley-Hamilton
Updated over 3 months ago

Reports can be added to a schedule to run at a specified time.

  • Click View Report Schedule from the Reporting menu to view the reports that have been scheduled.

    • Depending on role permissions, you may only be able to view your reports.

  • Click the Disable icon to end a report schedule.

  • Click the Delete icon to remove the report.

  • Click the Edit icon to amend a Report Schedule, this will open the Scheduled Report page.

    • Select How Often the Report should be run from the Lookup Selection.

    • Enter the report Schedule Time.

    • Click the required Schedule Date from the drop-down list

    • Click Save to add the report to the queued reports.

If your system administrator has set the scheduling times, you will not be able to schedule reports outside of this.

Warning: If a user leaves, they may also leave behind reports that are scheduled, these reports will continue to run until the schedule record is deleted.

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