4. In the Name and Description page, provide a descriptive report name and description in the
Report name and
Report description boxes, and then click
Next to continue.
5. In the Time Schedule page, select whether you want to generate the report once or periodically.
If you want to generate once on a particular date, click Generate this report (once) on the following day/time, then select the date and time from the calendar.
If you want to generate this report periodically starting from a particular date, click Generate this report every. Specify an interval amount, and then select a value from the
Interval list. From the
Start date/time calendar, select on which day you want to start generating this scheduled report.
Click Next to continue to the
Advanced Settings page, where you can configure report distribution and storage options.
6. If you want to save the generated scheduled report on disk, select the Export to file check box. The report will be saved in the format and to the location on disk specified in the
Default Scheduling Options dialog box. For further information, refer to the ‘Configuring default scheduling options’ section further on in the manual.
If you want to specify custom export to file settings for this scheduled report, click Settings under the
Export to file area, to display the
Report Storage Options dialog box. In the
Report Destination box, specify the location on disk where you want this scheduled report to be saved and then select an export format from the
Report format list. Click
OK to close the
Report Storage Options dialog box.
7. If you want to send the generated scheduled report by email, select the Send by mail check box. The report will be sent to the recipients using the SMTP server specified in the
Default Scheduling Options dialog box. For further information, refer to the ‘Configuring default scheduling options’ section further on in the manual.
9. If you are scheduling a custom report, go to point 10 below. If you are scheduling a default report, the Date Filters page is displayed so that you can specify a date range for the report. In the
Date Filters page, you need to specify what period of data you want to include in the scheduled report. You can either specify a fixed date range, so that the report always includes the same data, or else you can specify a variable date range, for example, for the last 6 months. When you select a variable date range, the data included in the scheduled report will vary depending on when the report is generated. Click
Next to continue.
