Schedule Report

• This page allows you to schedule events and e-mail settings for a single report.

 Schedule Events

The Schedule Events section shows the events currently in the schedule and the report format. To edit these settings, click the edit icon.  

1. To add new events to the schedule:

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 a-c for each event.

2. To delete events from the schedule, click the red X next to the event.

3. 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.

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

E-mail

The E-mail section shows the e-mail settings for the report. To edit these 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