Report Schedules allow you to schedule either groups or individual reports
There was a poll taken in one of the Management Reporter classes at Convergence last month. Turns out, not many people were using Report Schedules.
I’d love to see more of this because it’s so easy and it can keep you from having to wait around while a report generates. Set it up once and your reports just run unattended. Here’s how.
To create a Schedule, go to the Report Schedules section and simply click New.
You can schedule an Individual report or a Report group.
In this example, I’ve created a new Report Schedule for the Monthly Close group. It’s set to run on the first day of every month at 5am.
Save it and give it a name. That’s all there is to it.
Set a schedule to run daily if you want.
Scheduling reports in Management Reporter—turns out it’s pretty easy.
PS. This post is excerpted from Chapter 6 Other Things You Must Know About Management Reporter of my training manual Creating Reports in Management Reporter I—How to Create 4 Foundation Reports.