Saving Report Configurations and Scheduling Reports

Decision Center's scheduling feature enables you to save a report configuration so that you can run the same report later. You can also schedule saved reports to automatically run daily, weekly, or monthly. For automatically-run reports, Decision Center emails the report results to the recipients chosen during the report's scheduling. Scheduled reports run at the conclusion of overnight data processing.

To save a report configuration:

  1. Create and run a Decision Center report using the initial filters available for the report.
  2. On the report results screen, choose the Email/Schedule button.
  3. From the Schedule and Email Report dialog box, define your scheduling parameters.
    Report NameEnter a unique name for the scheduled report. This name appears in the subject line of the report results email from Decision Center.
    Email AddressesEnter one or more valid email addresses. Separate multiple addresses with commas.
    FormatsChoose a report format. Decision Center offers only the format options appropriate to the tool or report. For example, the Review File format is not available for the Evaluation Reports. See Export Types for a listing of the formats available for exporting and emailing reports.
    FrequencyChoose the scheduling frequency. Options include:
    • Daily
    • Weekly
    • Monthly
    • Send Immediately
    • Particular Date - Allows you to choose a date on which the report runs. Note that if you schedule a report for the 31st day of the month, Decision Center runs the report on the final day of the month for any month with fewer than 31 days. Note also that Decision Center reports do not include data from the day the report is run.
    • Never - Allows you to save a report configuration without scheduling the report to run automatically.

    You can adjust the scheduling frequency at a later time for all scheduled reports, including those initially set up with the frequency option Never. To make scheduling adjustments, use the Scheduled Reports tool.

  4. When you have finished entering your scheduling parameters, choose OK.