Scheduling reports and utilities to run in the background

If a report or utility has a Background option on its Actions menu, you can schedule the report or utility to run at a time you choose. The background task can be run once, or it can be set up as a recurring task that runs at certain times daily, weekly, or monthly.

To schedule a report or utility to run in the background:

  1. From the report or utility form, select Actions > Background.
  2. On the Background Queue form, specify this information:
    Recurrence
    Specify whether you want the task to run once or on a daily, weekly, or monthly basis.
    Frequency
    Specify the time and date information.
  3. Click Save.