Scheduling Reports


Scheduling reports allows users to specify a date for the system to run a report. To schedule a report, click Schedule next to the report in the Report Library.  


You will be navigated to the Preview tab, where you can set the parameters for the scheduled report. 

After you click Submit, the Report Queue Manager popup notifies you that the report has been added to the queue. 

The report will show up under the Scheduled Reports section in the right sidebar and in the Report Queue.

You can cancel a scheduled report by clicking the Delete icon next to it in the Scheduled Reports sections.  


Updated: 11/16/2023