# Schedule a Report

Another key feature of the Inventory Tracker module is the ability to setup and automatically execute a report at desired intervals, rather than manually generating a report each time. Reports can be automatically scheduled using the Schedule Report button on the Report List window. Use the following steps to schedule an Inventory Tracker report:

1. Select Inventory Tracker > Reports > List. The list of Inventory Tracker reports displays.

2. Click once in the report row (a highlight appears) and

3. Click Schedule Report.

4. Select the report parameters. The report parameters will display for the selection just as they would when you click Run Report. Any File Type may be selected when scheduling a report.

5. Click Next. You will advance to another window where you will define the scheduling parameters for the report.

6. Select how often you would like the report to run (Frequency) by clicking on the Run Frequency drop-down arrow. The options include Daily/Weekly, Monthly, Quarterly, Yearly, and Other (see table below).

Frequency Parameter | Options
Daily/Weekly | Select either one day of the week, multiple days of the week, or all of the days of a week.

Monthly

Once Monthly is selected, you have two options for generating a monthly report:

1. The first radio button allows you to select the first, last, or 15th of each month.
2. The second button provides you with the choice between the first, second, third, fourth or last of a specific day of the week of every month (e.g., the first Monday of every month). Select both of these from the drop-down menus provided.

Quarterly | Select the first or last day of the quarter from the drop-down menu.

Yearly

Once Yearly is selected, you have two options for generating a yearly report:

1. By clicking in the first radio button, you can select the month and specific date this yearly report will be generated. Select the month from the drop-down menu. Enter the day (in numeric form) in the field provided (e.g., every January on Day 20, etc).
2. The second radio button allows you to generate this yearly report on either the first, second, third, fourth, or last of a specified day of the week of a specified month (e.g., the second Monday in February, etc.).

Other

To specify only one specific date, select Other from the drop-down menu. Click on the calendar icon, and then click on the desired date in the calendar. Advanced to future months/years by clicking on the arrows provided (use the right and left arrows to locate/select a month; use the up and down arrows to locate/select a year).
NOTE: You will not be able to select a date that is in the past.

7. Select the hours and minutes from the drop-down menus for Time to Generate Report. It is a 24-hour clock.

8. Enter the e-mail address or multiple e-mail addresses separated by a comma (i.e., PII , PII , PII ) to those recipients who should receive notification of the generated report using the field provided for E-mail Report Notification To.

9. Once you have specified the Run Frequency, Time to Generate, and the displayed e-mail notification recipients, enter the number of days the report should be displayed in the text box provided under, "Cleanup - Completed reports should be retained for how many days?". The default is 365 days.

10. Click Submit.

11. A confirmation message will appear indicating that the report was scheduled successfully.

12. To view the scheduled report, go to Inventory Tracker > Reports > Scheduled.

NOTE: You may click the Back button at any time to modify previous selections before submitting your choices.

See Also

Scheduled Reports