Scheduling a report

Select My Reports > Scheduled Reports.

Click Schedule Report beside the report you want to schedule. The report’s page is displayed with any currently scheduled reports. A message is displayed if there are no reports currently scheduled.

Click Create New Criteria. The Selection Parameters page for the report is displayed. Use the criteria to specify the information that you want included in the report. The criteria varies between reports.

Specify a name for the report in the Criteria Name field. This name is appended to the subject line of the Workmail message.

For example, if you schedule several Time Code by Team Reports with different parameters, you can differentiate between the reports by the subject line.

Specify the selection parameters to limit the information that is included in the report, as required. Only the information matching your criteria is displayed in the report.

See Report selection parameters.

Click Save.

Click Schedule Report Run Times next to the name of the report you want to schedule, and then click Add Schedule.

Specify this information:

Schedule Name

Specify the name of the scheduled report run job.

Task Affinity

Select the name of the server that is responsible for the task processing.

Send on

Specify the scheduled time for the report to be sent. The time is based on the time zone that is specified.

Timezone

Specify the time zone for the report.

Send to users

Select the recipients of the report.

If this field is blank, the report is created, but no messages are sent.

Distribute to lists

Select the distribution lists you want to send the report to.

Individual copy

Indicate whether you want to send individual copies of the report to employees.

This check box is only valid if the report has been set up to generate data for specific employees. For example, using the expression page.propertiesEmployee_ID.

Report Format

Select the output formats of the report (HTML, PDF, or Excel). By default, all three report outputs are produced on the report server. To improve performance and reduce content storage, select only the output formats that you require.

This field does not apply to:

Burst reports which only generate HTML output.
The Payroll Based Journal Export for CMS report which only generates Excel output.

Elapse time (sec)

Specify the elapsed time in seconds.

In the section, select one of these options:

Once: Indicates that the report runs only once. If you select this option, you must run the report manually.
Daily: Schedules the report to run automatically at intervals every day or every few days. To specify the intervals when the report will run, do one of these:
- Specify the number of days between runs in the Every...Day(s) field.
- Specify the number of seconds between runs in the Interval...Second(s) field. A minimum of 5 seconds between runs is allowed (-1 indicates that the field is not used).
Weekly: Schedule the report to run automatically on the selected days of the week.
Monthly: Schedules the report to run automatically during the selected months. Select one of these options:
- Day...Of: Specify a day of the month to schedule the report to run only on the specified day. For example, if you specify 1, the report will run on the 1st of each selected month.
  Note: If this value is greater than the total number of days in a month, the report will run on the last day of the month. For example, if a report runs on the 30th of each month, the report will run on the 28th or 29th in February.
- Of: Select the week of the month, such as Second, and the day of week, such as Thursday, when the report runs from the two drop-down lists.

In the Scheduling Range section, specify this information:

Start On: Specify the initial start date of the report.
End By: Specify the last date the report is to be run.
Leave the field blank to schedule the report to run indefinitely.

Click Submit and then click OK. The report is scheduled and will run on the specified dates.