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Scheduling reports on a set day per month

Scheduling reports on a set day per month

To schedule a report to run on a set date per number of months:

  1. Select the report you want to schedule in the Report Selector window.
  2. Click .
  3. Select Enabled.
  4. Select Recurring from the Schedule Type drop-down list.
  5. Select whether to print or email the report from the Delivery Mode drop-down list.

    If you selected to email the report, type the Email From, Email To and Email Subject fields.
  6. Select Monthly from the Occurs drop-down list.
  7. Select Day.
  8. Select the day of the month you want the report to run.


    Tip:
    Use 31 if you want the report to run on the last day of each month.

  9. Select how many months between report runs. For example:
    • 1: run the report monthly
    • 2: run the report every two months
    • 6: run the report every six months.
  10. Click .


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