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This Job Aid describes best practices steps for scheduling reports in infoAdvantage.
1. Navigate to the report you would like to schedule.
2. Click the 3 dots on the right of the selected report line.
3. Select Schedule.
4. You will be taken to the Schedule page for the report.
5. Under the Destinations section, you may modify how the report will be delivered.
6. When Email is selected, you may enter '
One or more email addresses in the fields provided (From, To, Cc, Bcc, etc.)
Subject
Message
7. In the Target Name section you can modify the options if desired. Once you have completed the details on this page, click Confirm:
8. You will be back on the Schedule page. In the Recurrence section, there is a dropdown menu for Run Report. Click on the dropdown menu and select your desired option:
Now to Run now
Once to schedule a one-time run
Recurring to schedule multiple runs):
9. If selecting Recurring, there will be a dropdown menu option for Repeat. Select your desired repeat schedule (depending on what you select will determine the other options below such as time or day).
10. The next section is Events (optional).
Select a Wait For or Trigger for when the report is Run. Click the double square button.
11. Next is the Select Events page (optional).
Select your desired Event
Click Add:
12. At the top of the Schedule page,
Click the tab for Report Features.
Enter your file format and prompts (if using) for the report. (NOTE: Prompts are case sensitive, i.e., User Status = Active not User Status = active).
Click the dropdown menu under Formats to select your desired format.
Click Edit Prompt Values to enter your prompts
13. On the Prompts page, enter the desired prompts and then click Apply:
14. Once you are finished, click the Schedule button to schedule your report.
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