How to access the Schedule Report Feature

Scheduled Reports are only available to CSA’s (and designated Report Admins with Schedule Report rights). This section is easily accessed from both the advanced view dropdown tabs. To access the Schedule Report Section:

Use the Advanced View > Reports drop down menu to select the item Schedule Report.

This will bring up the Schedule report List, a listing of all reports which have previously been scheduled.

Scheduled Report List Columns

  • ?– Checkbox to select specific report.
  • Name – The name of the report
  • Description – A description of the report (optional)
  • Type (Date) – Indicates whether the scheduled frequency, (e.g. Daily, Weekly)
  • Type (Format) – Indicates the report attachment type (e.g. PDF, Excel)
  • View – A hyperlink allowing for instant viewing of the report using saved parameters without needing to enter additional selection data
  • Delete (optional) – An optional column using the gear icon. A red (X) link will allow deletion of the report. This only applies to those with rights to delete reports.

Scheduled Report Search & Navigation

Depending on the number of reports, the list may require viewing several screens to find the particular report you are intending to use. To help speed this process up a number of navigation options have been added. These include:

  • Clicking on the title bar of specific columns to sort by data in that column, (e.g. Name).
    • A single click will put items in ascending order.
    • A second click will put items in descending order.
  • Clicking on the individual letters of the Alphabet found using the search icon, will ensure only items whose name begins with that letter are shown
    • Click ALL to again show all items.
  • Click on the previous and next links or corresponding arrows to scroll from page to page.
  • Click on the search link, enter a name in the text search box and click the search link to bring up only items that match the search criteria.
    • Partial entries are allowed, for example, enter “comp” and “Completion reports” will be listed.
    • Make sure to click on the “clear” link to reset when doing a new search.

Ready to create a scheduled report