Tip Tuesday: How-to Schedule a Report

nishant.shah

Whether you want to set up recurring reports or make sure you don't forget to create a report in the future, the Scheduled Report feature has got you covered!

1. Click on the Report option in the Quick Links sidebar or select the Report tile in your Home Page.
   
   
   
2. Select the Framework you'd like to schedule a report for in the drop-down above the Quick Links sidebar.
   
   
3. Scroll down to find the Schedule Report button. Once clicked, a pop-up will appear.
   
   
   
4. Fill in the required information to schedule the report. This includes: Report Name, Report Type, Frequency, Start & End Dates, and the Preferred Start Time.
   
   Note: This is where you can decide to email this report to other users.
   
   
   
5. Once you're finished, click Save.
   
   
6. Your report should now be visible in the Schedule Reports table at the bottom of the page.