Schedule, Email, Archive, and Download Reports
After running a report, you can schedule, archive, email or download the report from the Other Actions bar of the Reporting form.
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- Schedule a Report to Run Later (Browser)
If you have a process server set up, you can schedule a favorite report or a standard report to be generated at another time. For example, you can schedule reports to be generated after normal business hours. Select the Schedule option to send a report to the process server queue, which allows you to focus on other tasks at your workstation while the report runs. - Schedule a Report to Be Archived (Browser)
You can schedule the archive process to run at a different time (after business hours, for example). - Edit a Scheduled Report
After you set up and run a scheduled report, you can edit the report as needed. Use the Edit Scheduled Report form to edit report options, columns, user-defined fields, properties, and formats and also to update the processing schedule for the report. - Email a Report (Browser)
You can send a report as a file attached to a standard email message, or you can send a link to an archived report in an email message. You can email a report from either the Reporting application or from the report's preview window. If you email from the report preview, you have an option to send emails to specific individuals or roles.
Parent Topic: How to...