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
- Right-click on a standard report.
- Click Schedule.
- Click Email.
There are several things that need to be setup to schedule a report, the order in which you complete this information is insignificant.
Distribution Tab
- The Distribution tab displays by default.
- The Type field defaults to Email Address(s). The To field displays your email address by default.
- In the To field, enter additional uconn.edu email addresses, separated by a comma, as desired.
- Modify the Subject field, as desired.
- Send all reports as attachments is selected by default and reccommended. Modify the selection to Send the report as inline message, as desired.
- Modify the Message field to customized the text in the body of the email. "Please see attachments(s)." is the default body text.
Parameters Tab
- Click Parameters from the top ribbon.
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