See below for creating report schedules.

To create a report schedule

1. Log in as an administrator with either:
   • The global_admin role.
   • A <user_defined> role with permission to create reports.
2. Go to Report > Report Schedules.
3. Click Create to configure the following settings. 
   • Enabled
   • Associated Report
   • Name
   • Description
   • Report Format
   • Send report only when there are records
   • Effective End Date
   • Repeat
   • Recipients

Enabled

Check this box to enable report generation; uncheck otherwise.

Associated Report

The report you want to schedule. See Designer for now to manage reports.

Mandatory: Yes

Name

The name of the report schedule.

Mandatory: Yes

Description

A brief description of the report schedule.

Report Format

The file format for the generated report :

• CSV
• PDF
• Microsoft Excel
• Microsoft Word

Mandatory: Yes

Send report only when there are records

Check this box to send reports only when not empty.

Effective End Date

The end date for the report generation and sending. 

Mandatory: No. This optional value defaults to Never Expire. 

Repeat

The frequency for report generation and sending.

Mandatory: Yes

Recipients

The email addresses of the report recipients. The email selection dialog includes all the addresses in the Address Book. 

Mandatory: Yes