Creating a Schedule

The first step in scheduling reports is to create a schedule. One schedule can be used for many reports. Reports are deposited in a file share you specify. Additionally you can choose to email a copy of the report to selected users.

You need to provide credentials in order to generate and deliver reports. Ensure these credentials have write access to the target share. If you want to allow all users of the Report Manager to have access to the target share, you can permission the Reporter_Reporting_Operators and/or the Reporter_Reporting_Admins groups. If you use an account that is not a member of either of these groups, you must manually give the account permission to read the database, otherwise no reports will be generated.

To create a schedule

1.	On the Schedule tab, click New Schedule.

2.	Give your schedule a unique name.

3.	Enter the schedule details. See Types of Schedules.

4.	Select an account from the Credential Manager.

If the account you want is not on the list, click Add and enter the account, then select it from the list. For more information, see “Using the Credential Manager” on page 58.

5.	Type or browse to the share path where the reports are to be delivered.

If you are typing, use the form \\servername\share.

You can filter in the browser to make it easier to locate a particular share.

6.	Select the format for your report.

For more information on these formats, see Exporting a Report to Other Formats. Not all formats are available for scheduled reports.

7.	To email a copy of the report, select Send Email and enter the To and From details. Optionally, modify the Subject and Body of the email message.

For more information on setup and configuration, see Delivering Scheduled Reports by Email. For more information on customizing the message, see Modifying Scheduled Email Messages.

8.

Click OK.

See also:

•	Delivering Scheduled Reports by Email

•	Types of Schedules

•	Working with Schedules

•	Troubleshooting Scheduling Issues