When you create a custom report template, you can run it manually at any time. However, using an automatic custom report schedule enables you to attach a regular schedule to the running and distribution of the report, or to schedule a single occurrence of the report for a future date and time.
You can create a recurring schedule for a custom report template that occurs on certain days, weeks, or months. It can occur on several days throughout the week on a regular basis, a single day per week, every other week, every third week of a month, or many other ways. You can set the report to run indefinitely or set a date on which the schedule stops running the report. You can request as many reports as needed and they will go into your custom reporting queue. Up to twelve reports can be queued up at time and as finished reports drop out of the queue, new requests are added to the queue.
The custom report schedule also includes the option to distribute the report. You can send the generated report to users in the environment, external email addresses, or you can set up an SFTP connection to a server of yours and specify it as a location to distribute the report. You must configure the SFTP account before the schedule, or you can modify the schedule later to include the SFTP account as a recipient.
Related Tasks
- Create/Edit a Custom Report Schedule
- Activate/Deactivate a Custom Report Schedule
- Delete a Custom Reporting Schedule
