Scheduling a Report to Run

  1. From the Reports--> General Reports menu, select Exception Report.
  2. Click Generate New Report-Set.
  3. A list of currently-selectable reports is displayed.

  4. Check the Select check box that corresponds to the report you want to display.
  5. Click the Display link.
  6. A detailed report is displayed.

  7. Click Schedule This Report.
  8. An Add Task to the Scheduler pop-up window is displayed. Complete the following fields:

    1. Time of Day
    2. Select an hour between 6am (the default), 8am, 12pm, 4pm, and 8pm.

    3. Day of Week
    4. Select every day (the default), or one day between Sunday and Saturday.

    5. Enter an email address in the Email text box.
    6. Type a description of the report (for example, T3 Exception Report).
  9. Click Add Task.
  10. The Report is added to the Report Scheduler.

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