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- From the Home Screen, navigate to the Reports column > Reports
- Navigate to the report you would like to schedule
- If the report is able to be scheduled, there will be a "Schedule" hyperlink to the right of the report hyperlink
- Click the Schedule hyperlink
- The screen that opens will require you to fill out the details (Report Criteria) of the report you are trying to run - just as if you were running a single report
- Add the appropriate details Report Criteria based on the report you have chosen in the first block of the schedule request
- In the second block, you will add details about how you want it sent to you including the name of the scheduled report, e-mail address of who you want to receive it, e-mail subject, e-mail body, and the Format of the file that it will be sent as: PDF, Excel, CSV, RTF, or DOCX.
- Once you have filled in the details of How you will receive the scheduled report, you will move to the third block to choose when you will receive the report