Scheduling a report

You have the option of scheduling a report to run once at a future time and date, or repeatedly at regular intervals. At the scheduled time(s), Chancery SMS runs the report automatically.

To schedule a report:

On the home page, in the control bar under ADMIN, click Reports. The District Reports page appears.

In the list of reports, click a report name. The Report Options popup page for this report appears.

Open the Scheduling Options panel and enter or change information, which includes:

Saved Report Options: Displays the most recent options setting you have used for this report [Figure 75]. You can accept the options setting and run the report, choose one of your named options settings to re-apply it, or choose to apply the report's default setting.

Run now: Sets the report to run once at the time you click Run Report. This is the default choice.

One time: Enter the future date and time at which you want Chancery SMS to run the report. Note: If you inadvertently choose a past date and time, the report runs as soon as you click Run Report.

Recurring: Select the interval at which you want Chancery SMS to run the report and the future date and time at which you want the interval to commence. The interval can be by hour, day, week, or month. Note: If you inadvertently choose a past date and time, the report runs the first time as soon as you click Run Report.

Click Run Report. Chancery SMS saves the schedule and displays a message to that effect.

If you have changed the options setting, Chancery SMS displays a dialog that gives you to the opportunity to save the options as a new setting (enter a Name). Click Continue to save the setting and run the report. To not save the setting, do not enter a Name.

Click Close.

When you schedule a report, Chancery SMS adds the scheduled report to a list of reports on the home page [>>]. Chancery SMS also adds the scheduled report to the Report Management page [Figure 77] where you can view the details of all scheduled reports including the first and most recent times Chancery SMS has run it, and the name of the user who scheduled the report. You can also cancel a scheduled report.

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Report: A scheduled report that Chancery SMS has not yet run.

Status: Indicates the state of the scheduled report. Potential states include Not Started, Downloaded (results have been generated in a print-ready format), and In Progress (scheduled to run at a future time).

Schedule: Indicates the scheduling option for this report, that is, Recurring, One time, or N/A.

Recurrence: Indicates the interval at which the report is scheduled to be run.

To view the results generated by a scheduled report:

On the home page [>>], under Scheduled Events, click Reports. The Report Management page appears.

To view all reports scheduled by all users or in your district, in the Actions menu click Show All Reports....

To view only the reports scheduled by you, in the Actions menu click Show My Reports....

Click the name of a scheduled report that Chancery SMS has run [Figure 77].

Select a scheduled report that Chancery SMS has run [Figure 77] and in the Actions menu click Download Report. A File Download dialog appears. In the dialog, click Open to view the report results or click Save to save the report results to a storage location

To delete a report, select it and in the Actions menu click Delete Report.You can delete multiple reports at once.