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The set up screens for creating a scheduled report record are accessed from the Reports section. Click on the Scheduled Reports icon 
to the left of the report name. The General section opens a screen with three tabs to configure basic information about this report schedule. After these screens are completed, click on the Save button. The Recipients and Schedules sections are then available to indicate who should be given access to the report, and the frequency cycle for generation of the report. Click on the Audits tab to view information on updates to the screens.
The following tabs of information are available for configuration from this screen:
Opens a screen to enter basic information on this schedule record. |
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Opens a screen to determine if the report is accessed by the recipients by a link, by a PDF attachment, or both. |
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Opens a screen to set the report parameter fields when automatically generating this report (for example, organization unit, date range, etc). |