Overview
You can automate the generation of reports on a regular and recurring basis by setting up a schedule. The Schedules entity lets you run large dataset reports once to be sent to, and viewed by, many users.
Only users with Report Designer and System Configuration Administrator roles can access the Schedules entity. System Configuration Administrators can perform all schedule related functions on any reports. They can view, edit, and run any scheduled report and can create a schedule for any report. Report designers can create a schedule only for those reports that they created or for which they have View permissions.
You can schedule reports to:
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Run at predetermined times
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Automatically email reports
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Save reports to remote location
![]() Note |
The schedules run based on the server time zone and hence on the Schedules page, the column Next Scheduled Run reflects the server time zone. |