1. Navigate to the Report Portal
2. From the main menu, click View List under the Reports icon
3. Scroll or keyword search to locate report you wish to schedule
4. Right click on report for options
5. Select Schedule from the option list
6. Click Create Schedule from main menu
7. Input relevant details:
- Start Date
- Timezone
- Recurrence Type
NOTE:
Recurrence can either be set as "Simple" i.e Every 2 weeks for a set of 10 runs, or by Calendar i.e 12pm every Tuesday.
Recurrence can either be set as "Simple" i.e Every 2 weeks for a set of 10 runs, or by Calendar i.e 12pm every Tuesday.
8. If schedule is recurring select an end date, and any days to exclude.
9. Click Save
10. Add a scheduled Job Name & Description
11. Click OK
Next Step:
To have a scheduled report emailed, or to receive an email advising the report is ready you will need to set up Notifications. See this article for a step by step.
To have a scheduled report emailed, or to receive an email advising the report is ready you will need to set up Notifications. See this article for a step by step.