Schedule Monthly Reports

If you select Monthly Reports, a specific form appears.

To schedule a monthly report

1. In the Name box, type a name for the scheduled report.

2. Slide the Options setting to Enabled.

   If you do not slide the Options setting to Enabled, the report does not run as specified by the scheduled settings.

3. Select a report type from the Report Selection list.

   The list contains the report configurations that you have defined using the Report Configuration page.

4. Select the Monthly report from the Schedule Type list.

   The list shows available intervals at which the report is to be produced. The type that you select determines the rest of the selections that appear on the form.

5. In the Description box, optionally type text that describes the report.

6. The Report Duration area enables you to designate the amount of batch data that you want to include by specifying a period of elapsed time.

   • If you select Preset Duration, you can select a period of elapsed time from the list.

   • If you select Custom Duration, you can type a period of elapsed time in the Minutes box.

7. In the Occurs area, select an option for when you want the report to run:

   • Specify the Day of the Month on which you want the report to occur.

   • Specify the day of the week and the monthly recurrence of the report.

     Example 1: The 2nd Friday of every 6 months.
     Example 2: The Last Day of every month.
     Example 3: The 1st Day of every 12 months.

8. In the Daily Frequency area, you can select options for the report to run once or at intervals during the day:

   • If you select Occurs Once, enter the time in the box.

   • If you select Occurs Every, enter an interval number in the box, select an interval type, and enter start and end times.

9. In the Duration area:

   1. Type the Start Date in the box.

   2. Select either No End Date if you want the report to run on a recurring basis or End Date. If you select End Date, type an ending date in the box.

10. Click Save Report Data.