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Schedule Reports

Last updated: Thu, 27 Apr 2017 19:08:22 GMT
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Schedule Reports

Remember all those reports you have to manually run on the 1st and 15th of each month? Oh, and don't forget to e-mail them to your boss. With the latest update to the Reports module, consider that a thing of the past! You are now able to schedule a specific time for a report to run and have it sent to specific e-mail addresses. More information about this feature can be found here: Schedule Reports.



Here is a sample screenshot of the new reports scheduler. 



You have four separate tabs for creating a scheduled job:

  • Schedule: Determines when to run the scheduled report, and how often.

  • Parameters: If the report was designed with input controls, which parameters the selected report will use. 

  • Output Options: The name of the output file, the output format and locale, and where the output file is stored.

  • Notifications: Email options for sending the report output to recipients and for sending administrative messages.


If you have any questions, please call 713-526-1029, or send an e-mail to



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