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To schedule report batch generation:
Select Admin.
The Admin Home Page appears.
From the Business
Administration tab, select Report Setup.
The Reports Search screen appears.
Enter a name
or category to identify the report you want to schedule, and click Search.
The Search Results section displays the reports that match the information
you enter.
Select view/edit
in the row for the report you want to schedule.
Note: Reports
that can be scheduled have Batch selected in the Search Results section
of the screen. If the Report has Scheduled selected, this means that the
report has already been scheduled. You must cancel the schedule before
you can enter a different schedule.
The Report Details screen appears.
Click Schedule.
The Report Schedule Details screen appears.
Note: The Schedule
button is not enabled if there is already a schedule entered for the report.
In the Report
Details section, select the Output Format and Delivery Mode for the report.
If you select e-mail as the Delivery Mode, enter the e-mail address to
receive the report in the Email field.
In the Report
Parameters section, enter a value for any parameters defined for the report.
To schedule
the report using the information you just entered, click Schedule.
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