# Schedule a Report

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

1. Select Reports > Report List. The complete list of Inventory Tracker reports is displayed.

2. Select the report you want to schedule by clicking once in the report row (a highlight appears).

3. Click Schedule Report.

4. Select the reports parameters.

NOTE: The schedule parameters will vary according to the type of report selected.

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

6. Select how often you would like the report to run by clicking on the drop-down arrow to the right of Generate Report. The options include Daily/Weekly, Monthly, Quarterly, Yearly, and Other (see Table 1).

Table 1: How often does the report run?

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 fifteenth (15th) of each month.
2. The second button provides you with the choice between the first, second, third, or fourth of a specified 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 day this yearly report will be generated. Select the month from the drop-down menu. Enter in the day (in numeric form) in the text box provided.
2. The second radio button allows you to generate this yearly report on either the first, second, third, or fourth 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.

6. Select the hours and minutes from the drop-down menus for Time to Generate Report.

7. 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 the report using the text box provided to the right of E-mail Report Notification To.

8. Select the date range by selecting the From Date and To Date parameters (see Table 2).

Table 2: What data should be displayed?

From Date/To Date Parameter | Option
Current day | To select from the current day, click the radio button beside Current day.
Specific fixed date | Either enter the date using your keyboard in the "MM/DD/YYYY" format or click on the calendar icon and select the date from the calendar.
Exactly | This radio button allows you to specify an exact number of days, weeks, months, or years prior to the current day. To use this option, select the radio button for Exactly, type in a number in the text box, and select either Day(s), Week(s), Month(s), or Year(s) from the drop-down menu.

First, Second, 15th, or Last

The last option for the From Date/To Date parameter, allows you to specify the following:

- First, Second, 15th, or Last day of...

- Previous or Current...

- Week, Month, Quarter, or Year

Use the drop-down menus provided to specify this sub-parameter.

Example: "Second day of Current Month"

8. Once you have specified the frequency and the type of data to be displayed, 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.

9. Click Schedule Report.

10. The data format of the newly report displays.

11. Click Save to save the report. The report will be saved to the Scheduled Reports table on the Scheduled Reports screen. Access the scheduled reports screen by selecting Inventory Tracker > Reports > Scheduled Reports.

12. To view the report in Excel or PDF, click Excel and/or PDF and access the report from the Report List screen.

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