Report Scheduling - for a Newby

suzie deaves

We have TRE 7.93 (soon to be 7.96)  and I am looking how to schedule some reports weekly - but for the life of me I cannot see any way to do this - which seems strange to me...


Does anyone know  - If this can be done and if so point me in the right direction to do this??


Thanks

Joshua Bekerman bCLO bCRE

You need to have the Queue module to schedule reports.

Jen Claudy

Unless you have NXT.

Heather MacKenzie

Jen Claudy:

Unless you have NXT.

Jen, where does this happen in NXT?  I've been in there some, but am much less familiar with that setup as I work so much more in the database view side of life.

Jen Claudy

Set up an Analyze Dashboard and look for the icons on the right, near the filters.  You can Save, Schedule, or Print.  Under Schedule, you can choose the frequency and add additional email addresses.  The User who schedules (and "owns") the report automatically receives a copy every time.


This is good, since you can't (yet) share Analyze Dashboards.

Heather MacKenzie

Jen Claudy:

Set up an Analyze Dashboard and look for the icons on the right, near the filters.  You can Save, Schedule, or Print.  Under Schedule, you can choose the frequency and add additional email addresses.  The User who schedules (and "owns") the report automatically receives a copy every time.


This is good, since you can't (yet) share Analyze Dashboards.

Great!  I'm going to go look at that today.  Thanks!