Follow the steps to set up an automated report:
1.Open a report that has the automate report icon, a plus sign (+), at the top right side of the page.
2.Click the + sign.
3.Select [Automate] Automate.
4.Select the report rolling date range.
Note: If the selected report has already been automated with the same filter settings, then a message appears in the window under the Filter Summary section.
To change the Filter Settings for an Existing Report:
a.Close the Automate window.
b.Change the settings in the report’s Filter pane.
c.Click [Update Report] Update Report.
d.Click [Automate] Automate again.
5.Enter the criteria for the automated report into each field in the window. Click [Next] Next to continue to the next window.
Note: If the current user has already created 10 automated reports, then a message displays. Click the link in the message that opens the Automated Report Summary page where reports can be deleted, if desired. Follow the steps in the Delete Automated Reports and Alerts section to remove an automated report.
6.Click [Submit] Submit at the bottom of the window to save the settings.
Status information regarding the automated report displays in the window. The email addresses of users who chose not to receive the automated reports appear at the bottom of the window.
If you need to change the automated report, click the link on the Status window.
7.Click [Close] Close to close the window.
Related Links
•View Automated Reports and Alerts
•Activate or Inactivate Automated Reports and Alerts
•Delete Automated Reports and Alerts
•Email Addresses for Automated Reports and Alerts