Run a Report on Schedule

A report task is a Run On schedule report where a report is generated either once, or on a daily, weekly, or monthly basis, and then sends the report to the specified recipients.

When a scheduled task is run, the log is created in the Report Log. Refer to System Logs for details.

You can create a report task (or Run on Schedule) task from the following screens:

  • Via Report Templates

    1. Login as an admin with reports privileges.

    2. Go to the Reports section.

    3. Expand Report Templates.

    4. Select a Report Category. Report templates are categorized based on their purpose.

    5. From the list of report templates, select the report template you want to create a report task with.

    6. Click [Run On Schedule].

    7. Configure a Report Task.

  • Via Report Tasks

    1. Login as an admin with reports privilege.

    2. Go to the Reports section.

    3. Click Report Tasks.

    4. Click to add a report task.

    5. Configure a Report Task.