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How to schedule reports

Hi there,

I have reports that I want to schedule so the system will email them automatically on specific days (eg: first day of each month)
Can someone let me know how to set this up?

When I go to schedule management it displays the scheduled items, but there is not the facility to add a schedule.

Hi Yaniv,

The place to add a new schedule is actually not from within the Schedule management tool, but instead, from the report itself when it is in Active mode.

Please read this wiki page as it describes all the necessary steps to create an automatically emailed recurring report.

I hope that helps, please let us know if there are any further questions.


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