Schedule creation

 

Some tasks can be scheduled so they typically take place:

  • automatically

  • in the back-ground

  • when the system is not in use or attended e.g. overnight

The schedule can set as a be a choice of Daily, Weekly or Monthly.

  • Click the required schedule frequency.

Daily

The Daily option defaults to today's date.

  • Specify the frequency e.g. 1 for every day, 2 for every second day

  • Specify the first date you wish to run the report if you do not want to use the default.

  • Click the New button and type in a time e.g. 23:59

  • Click OK when all parameters are complete. The report schedule displays the new Time addition.

Weekly

 

  • Specify the frequency e.g. 1 for every week, 2 for every second week

  • Specify one or more days of the week

  • Set the time (see Daily above).

  • Click OK when all parameters are complete.

Monthly

Two options fall under the monthly schedule.

  • The simple Monthly option defaults to today's date.

  • Specify the first date you wish to run the report if you do not want to use the default.

  • Specify the day frequency e.g. 1 for the 1st of each month, 2nd of every month

  • Specify the month frequency e.g. 1 for each month, 2 for every second month

  • Set the time (see Daily above).

  • Click OK when all parameters are complete.

An alternate monthly option allows you to sent a consistent day of the month  e.g. the last Friday.

  • Specify the first date you wish to run the report if you do not want to use the default.

  • Specify the day frequency e.g. 1 for the 1st specified day of each month, 2nd for the 2nd specified day of each month or Last

  • Specify the monthly frequency e.g. every Friday

  • Specify the month frequency e.g. 1 for each month, 2 for every second month

  • This allows you to create a frequency such as the last Friday each month.

  • Set the time (see Daily above).

  • Click OK when all parameters are complete.

Removing times

Highlight a time and click the Removebutton.

Deleting schedules

Select a schedule and click the Deletebutton.