Scheduling reports on a set day per month

To schedule a report to run on a set date per number of months:

1. Select the report you want to schedule in the Report Selector window.
2. Click .
3. Select Enabled.

   

4. Select Recurring from the Schedule Type drop-down list.

   

5. Select whether to print or email the report from the Delivery Mode drop-down list.

   

   If you selected to email the report, type the Email From, Email To and Email Subject fields.

6. Select Monthly from the Occurs drop-down list.

   

7. Select Day.
8. Select the day of the month you want the report to run.

   

   Tip: Use 31 if you want the report to run on the last day of each month.

9. Select how many months between report runs. For example:
   • 1: run the report monthly
   • 2: run the report every two months
   • 6: run the report every six months.

   

10. Click .

Last modified: 7/09/2014 8:32:41 AM

© 2014 Synergetic Management Systems. Published 12 September 2014.