Many companies have a core set of reports that are run at scheduled intervals to align with their business processes. To provide for this practice, you can schedule a report to be generated regularly, such as daily, weekly, monthly, or annually. This can be a single report or a group of reports that includes multiple companies. You must enter your credentials for each of the companies that are specified, such as those in a reporting tree definition. If the credentials are not valid, the report will display only the information that you have access to, such as the company that you are logged on to at the time. Output information is read first from the report group, and then from the individual reports.

To create, modify, and delete report schedules, you must have the role of designer or administrator.

As report schedules are created and saved, they are displayed in the navigation pane under Report Schedules. You can create folders to organise the reports.

If a single report in a schedule does not run, all other reports will continue to run.

Create a report schedule

To create a report schedule, you must have the role of designer or administrator. When a report is run, the credentials of the user who created the schedule are used to generate the report.

  1. In Report Designer, on the Filemenu, click New, and then select Report schedule.

  2. Under Settings, select an individual report or a report group to schedule. Only reports or report groups for the company or building block selection that you are currently logged on to are available.

  3. Select the Activecheck box to turn on the report schedule. Only the creator of the report or an administrator can activate or inactivate a report schedule.

  4. Click the Permissionsbutton to enter company credentials. By default, your logon information is used for the company that you are logged on to. If other companies are included, such as in reporting tree definitions, select Use separate credentials, and then enter the credentials for any other company that is included in the report schedule. You can select Windows Authenticationor type a user name and password for each company. Select the Save credentialscheck box to save the credentials for these companies, and then click OKto close the dialogue box. For more information about how to enter and save credentials, see Credentials .

  5. Under Frequency, in the Start recurrencefield, select the date when the schedule is to start. By default, the current system date of the client computer is selected.

  6. In the Run report atfield, select the time when the report should run. If you enter a time that is before the current system time, the report runs on the next scheduled date.

  7. In the Recurrence patternarea, specify how often the report is run. By default, Dailyis selected with an Interval (days)value of 1. Other options include Weekly, Monthly, and Yearly.

  8. In the Range of recurrencearea, select when the report should stop being generated.

    • No end date– The report schedule runs indefinitely.

    • Set number of occurrences– The report schedule runs for the specified number of times, and then is inactivated.

    • End by– The report schedule ends on the specified date.

  9. Click Savein the toolbar. In the Save Asdialogue box, enter a unique name and description for the report schedule.

Copy a report schedule

To copy a report schedule, you must have the role of designer or administrator. Even if an administrator modifies the report schedule, the report maintains the credentials of the user who created the report.

  1. In Report Designer, click Report Schedulesin the navigation pane, and open a report schedule to copy.

  2. On the Filemenu, click Save As, and then enter a new name and description for the schedule in the Save Asdialogue box. Click OK, and the new schedule is displayed in the navigation pane.

  3. In the new schedule, modify the fields and information as needed, and then click Saveon the toolbar, or click Saveon the Filemenu.

Delete a report schedule

To delete a report schedule, you must be the owner of the report schedule or have a role of administrator.

  1. In Report Designer, click Report Schedulesin the navigation pane.

  2. Select the report schedule to delete, and then click Deleteor press the Delete key.

  3. In the deletion verification dialogue box, click Yesto permanently delete the report schedule. If you do not have permission to delete the schedule, a message is displayed and the report is not deleted.


If you do not enter credentials that are required for all companies included in the reports, you receive the following message when you save the report schedule: “You must enter your credentials for the companies that are contained in this report schedule. Select the Permissionsbutton to enter in your credentials.”

For example, Phyllis logs on to Company A using her logon and password. She creates a schedule for an individual report that uses a reporting tree definition to collect data from multiple companies. When this report schedule is saved, Phyllis is prompted to enter the credentials for the other companies that are specified in the reporting tree definition.

When your credentials expire, the affected reports in the report schedule are not generated until the credentials have been updated. A message is also displayed in the report queue to indicate that permissions must be updated.

The report schedule fails if any of the following scenarios occur because they require credentials:

  1. A new company has been added to a report tree for an individual report.

  2. A report in a report group has been modified.

  3. A new report for an additional company has been added to a report group.

To continue, click the Permissionsbutton in the Report Schedulingdialogue box, and then enter the appropriate credentials.

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