Create Schedule

Follow the below procedure to create a batch schedule. Make sure that you have created and saved the reports before using this procedure.

To create a schedule:

1. Click Scheduler to display the Scheduler List screen.

2. Click Add Schedule from the Scheduler List screen to display the Add Schedule screen.

3. Enter the following fields:

1. • Batch Name - Enter the name for the schedule that is to be executed in batch

   • Description - Enter the short description about the batch schedule

   • Report Format - By default, the report can be scheduled only in PDF format

   • Schedule Pattern - Select a schedule pattern to trigger the schedule in recurring time frame

   • Schedule Frequency - Select a date using the Calendar icon to start or stop running the schedule using the calendar

   • Schedule Time - Enter the time for the batch schedule

4. Click Next to select reports for batch schedule. To clear the entered details, click Clear

Related Topics

• Daily/Interval Schedule

• Weekly Schedule

• Monthly Schedule

• Yearly Schedule

• Custom Schedule

<<Scheduler List | Daily/Interval Schedule>>