Views (Function)

Gear Menu: Schedule

You can schedule a report to be delivered to specific users at specified time intervals. To do so, click the Schedule icon.

This action brings up the Save Schedule popup where you can enter:

  • Schedule Name*, 
  • Schedule Desc,
  • Select Included Users who will receive the report, 
  • Check the Send me a copy flag if you wish to be cc'd on the report,
  • Start Date, 
  • End Date,
  • Time,
  • Schedule - select whether the report has to be sent Daily, Weekly or Monthly,
  • Daily Frequency - if you selected Daily as the schedule above, you can specify if the report must be sent on every weekday, every other day, and so on.

When you are done with entering details, click on:

  • Save Schedule button to save your schedule, or
  • Cancel button to discard your changes.