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Can I make a report run on a regular schedule?

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Yes, you can schedule reports to automatically generate at set times.

To schedule a report:

scheduling a report

  1. Select Reports from the top menu, and then select Setup > List Reports from the side menu.
  2. Select the icon next to the report you want to schedule.
  3. Specify:
  • The name of the report
  • How frequently the report should run
  • The date and time when it should run
  • To whom the report should be sent
  • The format and filter settings that should be used
  1. Click Add.

For more information, refer to Scheduling a Report in Replicon's online help.

 

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