Selecting reports to schedule

Use the Report Selections tab of the Add Job or Edit Job page to choose reports for the job.

Steps

  1. Enter a Job name that uniquely identifies this scheduled job.
  2. Highlight a report for this job in the Report Catalog tree.
  3. Click the right arrow (>) button to move that report to the Selected reports list.
    Note: Reports saved with a static date range (for example, from 1 May to 1 June) cannot be scheduled. If you move a report with a static date range to the Selected reports list, a warning appears, and you can change the date range for the scheduled version of the report using the drop-down in the Date Range column.
  4. Repeat steps 1 and 2 until all reports for this job appear in the Selected reports list, to a maximum of 5 reports.
  5. Click Next to open the Scheduling Options tab.