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You can send a copy of a report to yourself and/or your stakeholders on a regular basis by setting up a scheduled report to be sent directly to your email on a predefined regular basis. 

Scheduling a report via Email 

  1. Right-click on a standard report. 
  2. Click Schedule. 
    Schedule
  3. Click Email.  
    Email

There are several details that need to be setup to schedule a report, the order in which you complete this information is insignificant.  

Distribution Tab

  1. The Distribution tab displays by default. 
  2. The Type field defaults to Email Address(s).
  3. In addition to your email address, which populates by default in the To field, enter additional uconn.edu email addresses, separated by a comma, as desired.  
    To field

  4. The Reply Address defaults to your email@uconn.edu.  Modify as desired.  

    The email address(es) listed in the Reply Address field will receive any replies from the recipient(s) of the report included in the respective scheduled report.  

  5. Modify the Subject field, as desired.  
    Subject Field

  6. Send all reports as attachments is selected by default and recommended.  Modify the selection to Send the report as inline message, as desired.  
    Send reports as attachment or inline

  7. Modify the Message field, as desired.  "Please see attachments(s)." is the default text that will be included in the body of email if no changes are made.  
    Message field

Parameters Tab 

  1. Click the Parameters tab from the top ribbon.  
    Parameters tab

  2. To setup specific details to include with your scheduled report, select a Parameter from the options listed in the top grid.
    Parameters

  3. Modify the selected Parameter's  Value, from the bottom of the dialog box.  
  4. Continue to select each parameter from the top grid, and then modify the value below, as necessary.  
  5. When all applicable values are defined appropriately, click OK to confirm.  

Notification Tab 

  1. Click the Notification tab from the top ribbon.  
    Notification Tab

  2. If you would like to receive notification each time the report is emailed to the identified recipient(s) of the scheduled report, click the Notification Type dropdown.  

    Notification Type Dropdown

  3. From the Notification Type dropdown, select Always or On Error.  Either of these selections will activate the respective fields below.  

  4. Enter a valid uconn.edu e-mail address  in at least one of the  “Message To” fields - i.e., either Brief Message To or Full Message To. 
    Message To Fields

If both the Brief Message To and Full Message To fields are left blank, the system will produce an error upon saving.

Recurrence Tab

  1. Click the Recurrence tab from the top ribbon.  
    Recurrence tab

  2. Enter Start and End Dates and Times. 
    Start and End Dates and Times

  3. Select a Recurrence pattern. 
    Recurrence Pattern

  4. Complete the Advanced settings section for additional options, as desired. 
    Advanced Recurrence Settings

Task Tab 

  1. Click the Task tab from the top ribbon.  
    Task Tab

  2. Modify the Save Report As field, as desired.  
    Save Report As

Saving Scheduled Reports 

  1. Once all tabs are completed, click Save & Close from the top ribbon.  


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