Creating a delivery schedule

  1. Select Analytics & Insights > Delivery Schedules. The Delivery Schedules screen is displayed.
  2. Select Delivery Schedules tab.
  3. Select the Create New Schedule option.
  4. Specify this information:
    Schedule Name
    The name of the delivery schedule.
    Output Format
    The format in which the report is sent. Possible options:
    • Excel
    • CSV
    Status
    The status of the delivery schedule.
    Bookmarks
    The bookmarks of reports created in the application. You can select multiple values.
    Bookmark Details
    The information related to the bookmarks specified in the Bookmarks field.
    Property
    The property for which the delivery schedule is created. All the properties configured with RMS are displayed in the list.
    Delivery Preferences
    Indicates if the report includes consolidated data or separate reports. Possible values:
    • Consolidated Multi Property Report
    • Separate Report Per Property
    Frequency
    The frequency at which the reports are sent. Possible values:
    • Specific day of week
    • Every week day
    • Weekdays (Monday to Friday)
    • First Day
    • Last Friday of each month
    • Monthly
    • Yearly
    Note: You can also use the check boxes to select specific days of the week. These check boxes are displayed, only if this field is set to Specify day of week.
    Day
    The date of the month on which the reports are sent to recipients.
    Note: This field is displayed, only if the Frequency field is set to Monthly or Yearly.
    Month
    The month on which the reports are sent to recipients.
    Note: This field is displayed only if the Frequency field is set to Yearly.
    Generation Time
    The time when the reports are sent.
    Time Zone
    The time zone of the location at which the property is located.
    Start Date
    The date on which the delivery schedule begins.
    End Date
    The date on which the delivery schedule ends.
    Subscriber
    The recipients to which the reports must be sent.
  5. Click Save.