Reports

New Subscription Wizard - Schedule

The Subscriptions functionality allows you to set up a certain report to run at regular intervals. The New Subscription Wizard has five tabs:

 

Choose to run the report:

 

To choose the schedule details:

  1. Click the radio button next to one of the schedule options (Daily, Weekly, Monthly, or Once). Different schedule details appear depending on what option you choose.

  2. Enter how often the report should run and what time it should start.

  3. Under Start and end dates, click on the drop-down arrow to open the date picker. Click on the start date you choose.

  4. Do the same to enter an optional end date. Or, leave it blank.

  5. Click the Next button to move forward to the next tab.

  6. Click the Back button to return to the previous tab. Or, click on the tab to return to that tab.

If you go back to the Select Report tab and choose a different report, you must enter new information on the Parameters and Format tab to complete the subscription for that report.

 

  1. Click Cancel to close the subscription without saving any changes.