Schedule Report

• This page allows you to create a new or edit an existing schedule and/or set up or edit e-mail settings for one or more reports.

Schedule Events

To create new Schedule Events, click the edit icon.

1. Add Dates for the event. Select the reoccurrence (single date, date range, weekly, monthly, or yearly) and the details.

2. Add Time that the event occurs.

3. Click Add to Effective Dates and Times to add the event to your schedule. Repeat steps 1-3 for each event.

4. For custom reports, select how the report should be formatted. Choose PDF and/or Excel. If you select Excel, you can choose to have a new Excel file created each time the report is run or reuse the existing Excel file, appending a new worksheet to the file each time the report is run.

5. To save your changes, click the save icon.

E-mail

To create new or edit existing e-mail settings, click the edit icon.

1. To add e-mail recipients, click the To: or Cc: buttons.

1. Select recipients from list of Tracer Ensemble users and click Add. Or to add additional e-mail recipients, type in e-mail addresses in the Recipients field.
2. Click Apply.

2. By default, the e-mail subject is the report name. To customize the subject, uncheck Use the report name as the subject and enter the subject line in the Subject field.
3. Enter a Message to include with the report (optional).
4. To save your changes, click the save icon.

Related topics

• Reports: Create and Modify Custom Reports
• Reports: Scheduling, Exporting, and E-mail Notifications
• Completed Reports: View, E-mail, or Delete