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Schedule a Custom Report Using the Report Manager

To schedule a custom report from Report Manager

  1. Locate the report you want to schedule from the report list tree.
  2. Click Schedule in the left panel pane next to the report description.
  3. Specify the name and format type (.xml or .csv) for the report.
  4. (Optional) Check the alert option box if you want to be alerted when report is sent by email and click Next.
  5. Choose schedule options to run the report immediately or at a specific time and click Next.
  6. Review your selection in the Job Summary page and enter a job description, if necessary.
  7. Click Submit to execute the report job run.