Scheduling Reports

6 articles

About Scheduling Reports

Scheduling a report automatically emails the report as the selected file type (either PDF or Excel) on the frequency selected to the distribution list which can be a combination of one or more users and recipient email addresses.

Updated by Cheryl Wallace

Enabling Scheduled Reports - On-Premise only

For On-Premise installations only, the ability to send scheduled reports must be enabled for your organization.

Updated by Cheryl Wallace

Configuring the Scheduled Reports Database List - On-Premise only

For On-Premise installations only where the ToolHound database is on a shared SQL Server, the databases polled for scheduled reports can be restricted if desired. The normal process for scheduled reports …

Updated by Cheryl Wallace

Scheduling a Report

Scheduling a report begins with configuring a report to email and then the schedule is defined. See this video on scheduling reports, modifying scheduled reports, and troubleshooting. Select the repo…

Updated by Cheryl Wallace

Modifying a Scheduled Report

Click Reporting then click Scheduled Reports on the left side menu. Look up the scheduled report. Modify the scheduled report as desired. Edit the identifying information. Edit the…

Updated by Cheryl Wallace

Removing a Scheduled Report

Click Reporting then click Scheduled Reports on the left side menu. Look up the scheduled report. Click ​X on the edit tool bar.

Updated by Cheryl Wallace