Schedule a Report to Be Archived

You can schedule the archive process to run at a different time (after business hours, for example).

Prerequisites: The option to archive reports is only available if you are using the Standard Edition or Enterprise Edition of Microsoft SQL Server. If you use a different version of SQL Server, the Reporting form does not have a Create Report Archive option or an Archived Reports tab.

To schedule the archive process for a later time, complete the following steps:

1. From the Vision Navigation menu, click Reporting and click the type of report.
2. To select the report, 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. Click the Options column, and then click .
4. On the Options dialog box, select the report options and click Apply.
5. To restrict the records included in the report, click the Selection column in the Reports grid and click .
6. On the Lookup, specify the criteria for selecting data for the report and click Apply.
7. Click Schedule on the Reporting toolbar.
8. On the Schedule dialog box, select the queue and other scheduling options.
9. Click Options.
10. On the Options dialog box, select Create report archive.
11. In Archive hours, enter the number of hours you want Vision to save the report.
12. Click OK in the Options dialog box.
13. Click OK in the Schedule dialog box.