Scheduling a report

To schedule a report:

1. Click on the Default/Custom Reports option pane.

2. Right-click on the report to be scheduled and select New > Scheduled report. This will bring up the ‘Scheduled Report Wizard’. Click on Next to continue.

 

Screenshot 23 - Report Scheduling Wizard: Data-set selection dialog

3. Select the events data period to be covered by this report.

Screenshot 24 – Report Scheduling Wizard: Time schedule dialogue

4. Specify the report scheduling parameters (date/time/frequency). Click on Next to continue.

Screenshot 25 – Report Scheduling Wizard: Advanced Settings dialog

5. To export the generated report to file, select the ‘Export to file’ option. To customize the report export configuration settings click on the Settings button underneath this option.

NOTE: For information on how to configure export-to-file settings refer to the ‘Configuring report export to file options’ section in this chapter.

6. To automatically distribute generated reports via email, select the ‘Send by mail’ option. To customize the email settings used for report distribution click on the Settings button underneath this option.

NOTE: For information on how to configure email settings refer to the ‘Configuring report emailing options’ in this chapter.

7. Specify a name and description for this scheduled report. Click on Next to continue.

8. Click on Finish to finalize your settings.