Delivery

Delivery mode of the schedule:

• E for email
• P for print.

Start

Date the schedule begins.

End

Date the schedule ends.

Frequency

Whether the schedule repeats on a:

• Daily
• Weekly, or
• Monthly basis.

Interval

Number of days, weeks or months (depending on frequency) between scheduled reports. For example, if a report is scheduled to repeat on Monday and Tuesday every four weeks, the Interval would be 4.

Last Run

Date the schedule last produced a report.

Next Run

Next date the schedule produces a report.

Schedule Type

Whether the report is scheduled to be run:

• only once
• on a regular basis.

Delivery Mode

Whether the report is:

• sent via email
• printed.

Enabled

Whether the schedule is currently operating.

Note: You are only able to edit a schedule if it is enabled.

Add another schedule for this report.

Delete the selected schedule.

Save changes to the selected schedule.

Email From

Staff member to be listed as the sender of the report email.

Note: Only staff defined in Staff Maintenance with an occupation email address appear in the drop-down list.

Email To

Staff members to send the report email to.

Email Subject

Subject line of the email.

Add a staff member to the list of email recipients.

Date

Date and time the report is processed.

Note: Press the right arrow key to set the time.

Occurs

Select the frequency with which the report is run.

Note: Different options are presented to configure each frequency.

Occurs

Description

Daily

Select the number of days between report runs.

Weekly

Select:

• the number of weeks between report runs
• the days of the week the report runs.

Monthly

Select to run the report either:

• on a set day of the month, by selecting:
  • the day of month to run the report
  • the number of months between report runs.

  For example, set the report to run at the start of each quarter by selecting Day 1 of every 4 months.

  Note: To have a report run on the last day of the month, set the Day to 31. This runs on the last day, regardless of how many days are in the month.

• on a regular day of the week during the month, by selecting:
  • the position of the week within the month
  • the week day to run the report on
  • the number of months between report runs.

For example, you can set the report to run on the second Tuesday of each month, or the last Friday of every three months.

Occurs once at:

Schedule the report to run once at a specific time of day.

Occurs every:

Schedule the report to run several times during the day.

Minutes

Number of minutes between report runs.

Starting at

Time of the first report run.

Ending at

Time after which no more reports are run.

Start Date

Date the schedule begins.

End Date

Date the schedule ends.

No End Date

Either:

• select to make the schedule run indefinitely
• select End Date to require a start and end date.