Scheduling E-Mail Report Delivery

Background Tour

Purpose/Background

• Show you how to:

– Schedule reports to be e-mailed to designated recipients in the future on a schedule of your choosing using the parameters you select

Notes and Notices

• To schedule a report to be e-mailed in the future, you must first SAVE a “Bookmark” of the report

• A “Bookmark” of a report saves all the parameters with the report, and uses those settings when the report is run via schedule in the future.

How to Schedule E-Mail Delivery of a Report

1. Select the report that you wish to schedule from the main menu, and run the report with the parameters you wish you use in the future.

2. Save a “Bookmark” of the report (which will include the parameters you selected).

3. “Schedule” that bookmark to be run in the future

1. Select the Report to ScheduleSelect a report from the main Exec Briefing Service Menu

We’ll use “Operations KPIs by Engineer”for our example

Run the Report with the Desired Parameters

2. Save a “Bookmark” of the Reportby clicking “SAVE”,

then Name the Bookmark

3. Select the Bookmark to Schedule by clicking “Restore” to see all

available Bookmarks for this report

Click the Calendar Icon for the Bookmark you wish to Schedule

Select recipients, format and schedule, then click the SCHEDULE button

You can see reports that have been scheduled under

MAIN MENU > SCHEDULED REPORTS

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