Learn how to use the report scheduler to schedule reports to be run on a regular basis in Amlib.
Schedule the reports to be run in the future or on a regular basis
Select the Report Scheduler Button from the top
Tick the Report that is to be scheduled
The Edit schedule window will display at the base of the reports
The selected Report Name will display at the top of the schedule
The Enabled button will display a tick by default
Enter the Start date
A calendar box will display with the Current Date selected
Alter this to the start date as required
Note: Use the mouse wheel to scroll fast through the Years, Months and Days as appropriate Enter the Start time. A Time pick box displays where the + and – options can be used to set the correct time in 24 hour format
Add the Frequency: the format will change depending on the Frequency
Once
Hourly
Daily
Weekly: Select the Day and Weekly frequency (Run every xx weeks)
Monthly: Select the Day of the Month on which to run the Report
Yearly: Enter the Day and Year on which the report is to run
Enter the Report format
Pdf
Word
Excel
Enter details for Email notification if required:
Email Address (es)
Email Subject
Email message
Select Save to update the scheduler from the top of the window