Scheduling reports

To schedule reports:

1. From any Report Printing window (except the 13-4 Report Printing window), open the Report Scheduling windows using one of the following methods:
   • From the File menu, click Scheduling.
   • From the toolbar, click the scheduling button.
2. Under Output Options, select one or more of the following options:
   • Printer/File. Select Change Printer Settings to change any of your default printer settings for this report.
   • Fax. Select Edit Fax Settings to select or change the fax recipients for this report.

     Note: The Fax option is available only if your system recognizes that a fax modem is connected. Otherwise, the selection button is not available.

   • Email. Select Edit Email Settings to select or change the email recipients for this report.
3. Under Frequency Options:
   1. In the Time of day drop-down list, select the time of day that you want the report to run.

   2. Select one of the following frequencies:

      • Select Daily to run the report every day at the time you have specified.
      • Select Weekly to run the report on a weekly schedule.
      • Select Bi-weekly to run the report every other week.
      • Select Monthly to run the report on a monthly schedule.
   3. If you selected Weekly or Bi-weekly as the frequency, under Weekly/Bi-weekly: Day Selection, select which day(s) of the week that you want the report to run at the specified time. For the Bi-weekly frequency, the report will run on the selected days every other week.
   4. If you selected Monthly as the frequency, under Monthly: Day Selection, select one of the following options:
      • Print on day (#) of each month. Specify which day each month that you want the report to run. For example, you can specify the report to run the 15th of each month.
      • Print on the (occurrence) (day) of each month. Select which occurrence (first, second, third, fourth, or last) of the month and which day of the week (Sunday through Saturday) that your report should run. For example, you can specify the report to run on the third Wednesday of each month.
4. Under Recurrence Options, select one of the following options:
   • Print report (#) time(s). Enter the total number of times you want the report to print for the schedule you have designated.
   • Repeat until date. Enter the last date that you want the report to run.
   • Print report until the schedule is deleted. The report runs indefinitely until you delete it using the 7-7 Scheduled Reports Manager.
5. Under Windows Authentication:

   Caution! You must enter a valid Windows User ID and Windows Password as set up for your business in your user profile. If you do not enter a valid password, the scheduled report will not run. Moreover, you will not receive any notification that the report failed due to an invalid or missing password. Also, if you change your password, you must reschedule any previously scheduled reports using your Windows User ID and your new Windows Password.

   1. Enter your Windows User ID.
   2. Enter your Windows Password.
6. Under Message for Email/Fax:
   1. In the Enter Subject Line text box, enter the information to appear in the email or fax subject line.
   2. In the Message text box, enter additional text to be included as the email message or the fax cover page.
   3. Alphanumeric text and characters can be entered into the Message text box. You can paste text into the text box from other sources.
7. Click Save Schedule.

The report runs as many times or until the date specified in the schedule's Recurrence Options, or until you delete the schedule using the 7-7 Scheduled Reports Manager.

Note: You cannot use the Report Printing window to edit or delete existing schedules. You must use the 7-7 Scheduled Reports Manager window to edit or delete schedules.