You can schedule reports in Report Gateway to run one time or at intervals during a specified range of time. When you schedule a report, the system records the next time it should run the report. Periodically, the system compares the time to run the scheduled report to the current system date and time. When the scheduled time is past the current system date and time, the system runs the report.
If the report is a recurring report and the next scheduled interval occurs within the specified range, the system marks the report as active and records the next time it should run the report.
If the report is a one-time report or a recurring report that has reached the end of its specified range, the system marks the report as inactive and no longer runs the report.
To schedule a report to run in the future, follow these steps:
1. Open the report and select the parameters and report type, as described in the Running Reports topic.
2. Click Schedule Report.
3. In the Schedule Name field, enter a unique description to identify the report schedule.
4. In the Run Time field, enter the time of day to run the report at the scheduled intervals.
5. In the Run Date field, enter the date on which to begin running the report at the scheduled intervals.
6. In the Repeat field, select whether you want the report to repeat Never, Daily, Weekly, or Monthly.
a. If you select Daily, you will have the following two options:
▪ Select the first option to run the report after a set number of days. Select the time interval in the corresponding field.
▪ Select the second option to run the report every weekday, Monday through Friday.
b. If you select Weekly, follow these steps:
▪ In the Recur every...week(s) on field, enter how often to run the report in terms of weeks.
▪ Select the check box for each day on which to run the report at the specified weekly interval.
c. If you select Monthly, you will have the following two options:
▪ Select the first option to run the report on a day of the month at a monthly interval. Enter the day of the month in the corresponding field.
▪ Select the second option to run the report on a specific day of a specific week in a month. Select the timing within the month and the day of the week in the corresponding fields.
7. If you selected a Daily, Weekly, or Monthly repeat, specify when the system should stop running the report at the scheduled intervals.
a. To run the report indefinitely, select Repeat Forever.
b. To run the report until a specific date, select Repeat Until, and then enter the date by which to stop running the report in the corresponding field.
c. To run the report for a specific number of occurrences, select Repeat ... time(s), and then enter the number of occurrences in the corresponding field.
8. In the Sharing section, if you want the report to be emailed or published to a platform after it is run, click Add Step.
9. Click Schedule.
Note
Scheduled reports in Report Gateway are delivered only through Report Gateway, not MRI for the Web. You must log into Report Gateway to access them.