Scheduling reports on a set weekday per month

To schedule a report to run on a set weekday 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 The.
8. Select the week position you want the report to run:
   • First: the first time the selected weekday occurs in the month
   • Second: the second time the selected weekday occurs in the month
   • Third: the third time the selected weekday occurs in the month
   • Fourth: the fourth time the selected weekday occurs in the month
   • Last: the last time the selected weekday occurs in the month.

   

9. Select the day of the week you want the report to run.

   

10. 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.

    

11. Click .

Last modified: 23/09/2014 3:40:12 PM

© 2015 Synergetic Management Systems. Published 6 May 2015.