Schedule a report

Scheduled reports are distributed via email. Scheduled reports created by an individual whose user account is deactivated might not display any data. To ensure that the desired data is displayed, an active user must recreate the scheduled report.

  1. Navigate to System Definition > Scheduled Jobs.
  2. Click New.
  3. Select Automate the generation and distribution of a report.
  4. Populate the following fields:
    Table 1. Schedule a report
    Field Description
    Name A name to identify this scheduled job.
    Report A reference to the report to be scheduled. Calendar reports and Pivot Table reports are not currently supported for automatic emailing.
    Users The users to send the report to at the scheduled date and time. The user must have Notification set to Email on their user record to receive reports. To force users to receive emails, use the Email Addresses field.
    Groups The groups to send the report to at the scheduled date and time.
    Email addresses Any other email addresses to send the report to, separated by commas. These emails will always receive the report, even if there's a matching user record for that address that says Do not notify.
    Active If true, this report will be sent at the scheduled date and time.
    Run The type of schedule to send the report on. Choices are:
    • Daily
    • Weekly
    • Monthly
    • Periodically
    • Once
    Day
    • If Run is Weekly, the day of the week
    • If Run is Monthly, the day of the month.
    Repeat Interval If Run is Periodically, the duration between each scheduled report. The duration can be days, hours, or minutes.
    Time If Run is Weekly or Monthly the time of day, on a 24 hour clock.
    Starting The date and time of the first scheduled report.
    Priority The numerical priority of a scheduled job. Set essential jobs to a priority value below 100 and nonessential jobs to a priority above 100. If 70% or more of all scheduled jobs are Overdue, any jobs marked with a value above 100 do not run.
    Subject The subject line for the email.
    Introductory Message The body of the email.
    Run as The user creating and running the scheduled job. To have the scheduled job assigned to system behavior instead of the person creating the scheduled job, create a system or dummy user and add that user to this field.
    Type The file-type of the attached report. Choices are:
    • PDF-landscape
    • PDF
    • Excel
    • CSV
    • PNG
    Include Detail If checked, will include details on the records in the report.
    Zip Output If checked, the report will be compressed in a .zip file.
    As a workaround for scheduling calendar and pivot table reports for email distribution, consider using the publish option. Publish creates a URL for the report and displays the address above the report form. You can create an email notification with this URL and send the link to people who need to see the report, or you can send the URL for the calendar report to a distribution list.