Deltek Talent Management

Using the Help Search
Using the Help Search
  • Phrase:Returns all topics that contain the exact phrase in the search criteria. Use quotation marks around the phrase.
    Ex."system administration"
  • And:Returns all topics that contain all the words in the search criteria, in any combination. Insert a plus sign between all words in the search criteria.
    Ex.system + administration
  • Or:Returns all topics with any combination of words in the search criteria. This is the default.
    Ex.system administration
For more information:Searching Online Help

Schedule Reports

You can schedule each report to run automatically at a specified date and time.

To schedule reports:

  1. Select Schedule from the Actions menu on the Reports Management screen.
  2. A modal window opens. Select when the report should run, by choosing one of the following options:
    OptionDescription
    Daily Select this to run the report every day of the week, including Saturdays and Sundays.
    Weekly Select this to run the report every week and on multiple days during the week if desired. This can be on-going or set to run only for a certain number of weeks.
    Monthly This option allows the report to run on a monthly basis or every other month. The user also has the option of choosing to run on a specific day of the month, for example: the 3rd Friday of every month for the next 12 months.
    Note: When setting up report cycles (for example, monthly or quarterly) you can schedule reports for days of the month earlier than your start date, which is the current date.

    For example, the current date (your start date) is February 15, and you want a report to go out the 1st of every month. Since February 1st has already passed, Talent Management schedules the next report to go out on March 1. Cycles (one month, three months, and so on) are calculated from your start date.

  3. Click View/Edit Distribution List to select the recipients of the report.
  4. Scheduled reports can run against a saved filter.

    You can select a specific filter for the report to use if any filters have been saved. In the Conditions List field, select a filter.

  5. The section below the Conditions List field displays any recipients who are already scheduled to receive the report using that filter. If none exist, they can be added.
  6. Click Search to add users.

    You can search for users by first name, last name, or email address.

  7. Select the check box next to the individual’s name and click Add Selected Users.
  8. To add non-Deltek Talent users as recipients of the scheduled report:
  9. Click the Adhoc E-mail tab.
  10. Enter one email address per row.
  11. Click Add.
  12. Click Close Window.
  13. In the Start Date field, enter the date when the scheduler should start sending the report.
  14. In the Run Time field, select the time.
  15. In the Report Formatting field, select which of the following formats to use for the report:
    • HTML
    • CSV
    • PDF
    • XLS
  16. If you selected HTML, in the Report Formatting field, select one of the following content types:
    • Attachment Only
    • Email Body Only
    • Email Body and Attachment
  17. Select the Enabled check box is selected to set the report schedule as active.

    To disable the schedule for this report, unselect the Enabled check box.

  18. Select the Only send non-empty reports check box if you want to prevent the distribution of scheduled reports that lack attachments or other content.

    Click Save.