Scheduling a Report

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 report. 

2. Click Schedule. 
   

3. Click Email.  
   

Distribution Tab

1. The Distribution tab displays by default. 

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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.  

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4. The Reply Address defaults to noreply@uconn.edu. You may want to enter the email address of a person that can answer questions regarding the report.  

5. Modify the Subject field, as desired.  

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

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

Parameters Tab 

1. Click the Parameters tab from the top ribbon.  

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

3. Modify the selected Parameter's Value near 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.  

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

3. From the Notification Type drop-down, select Always or On Error. 

4. Enter a valid uconn.edu e-mail address in at least one of the Message To fields. 

Recurrence Tab

1. Click the Recurrence tab from the top ribbon.  

2. Enter Start and End Dates and Times. 

3. Select a Recurrence pattern. 

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

Task Tab 

1. Click the Task tab from the top ribbon.  

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

Saving Scheduled Reports 

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

Tips 

1. Navigate to the folder where the schedule was saved and click to select the scheduled report. 

2. Right-click on the scheduled report to: 

   1. Edit

   2. Run

   3. Delete

   4. Change Title

   5. Share

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