Schedule a report

On the Make Report tab, choose a report from the Select a Report menu. See Available reports for information about each report.

Two side tabs appear. You will use the Schedule Report side tab to complete this process.

1. On the Schedule Report tab, select Create New Schedule.
2. In the fields that appear, enter parameters for the report. See Schedule Report parameters below for detailed information.
3. Select Save. The new scheduled report appears in the list.

Each report uses some of these fields. No report uses them all.

	Select Client or Group, and select the client or group that will show in the report. See Manage groups for information about setting up groups.
	A default name is entered for the report. If needed, delete it and enter a new name. Maximum length for the report name is 50 characters.
	Select the start and end dates for the report to continue generating. Leave the Ends field blank to allow the report to continue generating indefinitely.
	Select the frequency of report generation and the date for the report to generate. Note: The date of the month when report data is available varies based on the report: Client Test Order Summary: Available on 2nd day of each month. Exception Handling Report: Available on 7th day of each month. Quality Assurance Report: Available on 28th day of each month.
	Select the report format.
	Select the number of months to include in the report. Select how the report data will be sorted.

When you select the Schedule Report tab, you will see existing reports you have created.

• ACTIVE status - The report has run or will run until the next run date.
• PENDING status - The report has not yet run.
• EXPIRED status - The report will no longer run (the scheduled ending date has been reached).

Select the edit icon to edit the report. Select the delete icon to delete the report.