You can automate report generation for customizable reports. Reports must be
customized and saved before you can automate the generation process.When reports
complete, the last run report is accessed on the . Click the report name (blue text) link in the Last
Scheduled Run column to access the generated report.
Note: You
can only schedule a maximum of 10 reports to run for a client
organization.
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Navigate to the Home page in the
Supplier view.
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Click Reports, and select the client organization to
report on.
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Locate the report by using the search or selecting it from the My
Reports or Report Library sections.
-
Click .
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Configure the following schedule options, using the to navigate to the next section:
- Export File Format - From the drop down,
select the file format to be generated.
- Select Recurrence Pattern - Using the radio
buttons, select from the following:
- Daily - If you select 'Daily', configure the report to run
on a daily interval in number of days, or run every
weekday.
- Weekly - If you select 'Weekly', configure the report to run
on a weekly interval in number of weeks, and what day of the
week to run on.
- Monthly - If you select 'Monthly', configure the report to
run either on a specific date of the month and interval in
number of months, or on coinsurance of the day and interval
of the month in number of months.
- Yearly - If you select 'Yearly', configure the report to run
on an interval in number of years, on a date during that
year
- Select Run Report Time - Configure the exact
time to run the report (time, timezone, and so on).
- Select Range of Recurrence - Configure the
start date for the scheduled task, and the end date for the task (no
end date, end after a number of intervals, or on a specific
date).
-
Click .
Note: When selecting and viewing the report, the task interval appears on the
button
.