Schedule a Profile to Run Later

Use the Schedule option on the Reporting toolbar to create and schedule a profile, a group of reports, to be generated at another time. For example, you can schedule a profile to be generated after normal business hours.

To schedule a profile to run at another time, complete the following steps:

1. From the Vision Navigation menu, click Reporting and click the type of report.
2. To select one of the reports, click anywhere in the grid row for that report. Both standard and favorite reports are listed in the Reports grid. Favorite reports have either Personal or Global in the Type column.
3. Set the report options and record selection criteria.
4. Click Schedule on the Reporting toolbar.
5. In Queue on the Schedule dialog box, select the queue to which you want to submit the profile.
6. If necessary, change the text in Description to describe the scheduled job more clearly.
7. In Run after, set the date and time after which Vision is to generate the report.
8. Select Submit to a profile.
9. In the field below the check box, select an existing profile or enter the name of a new one.
10. If you want to place the job on hold (pending approval, for example), select Place job on hold.
11. If you want to receive an email notification when the profile is actually processed, select Enable process alert for this submit.
12. Click Options.
13. If you want to print the report, select Print Report on the Options dialog box, and click Print Setup to select the printer and specify print options. If you do not have a default printer specified in your user options, Print Report is not available until you click Print Setup and select a printer. The printer must be set up on the report server. It cannot be a local printer.
14. If you want to run the report for the current period or for the prior period, select Always run in the...period and specify the period.
15. If you want Vision to create an archive copy of the report, select Create report archive, and enter the number of hours you want Vision to save the archived report in Archive hours. The option to archive reports is only available if you are using the Standard Edition or Enterprise Edition of Microsoft SQL Server.
16. Click OK to return to the Schedule dialog box.
17. If you want the profile to be processed on a regular basis (daily, weekly, monthly, or yearly), click the Recurrence tab and enter the required information.
18. Click OK.
19. To add other reports to the profile, repeat this procedure. For each report, select the same profile in step 9.