How to setup a Scheduled Report.

Overview

Scheduled Reports allow Users to automate report delivery based on predefined settings.

Users can:

• Select report build options,

• Set a delivery frequency, and

• Choose specific Users or Security Profiles to receive the report.

Each Scheduled Report is delivered as an individual email to the selected recipients. The email subject line will be the Schedule Name for easy identification.

A Scheduled Report will be set inactive if the Scheduler notification is not actioned within 7 days.

Key Features

• Enterprise Access
  Enterprise Users can schedule reports for any combination of properties available to them via their Security Profile.

• Multiple Environments
  If a property exists in multiple RMS environments, reports will be sent from the environment with the most recent software version (e.g., Beta).

• Flexible Date Options

  • Selecting a specific date from the calendar will always generate the report for that fixed date.

  • Using a preset Date Range button creates a rolling schedule (e.g., last 7 days), adjusting dynamically over time.

• Data Availability
  Reports will be sent even if there is no data for the selected build options.

• Adding New Categories
  If new report Categories are introduced after a schedule is created, they can be added manually. Updating the Date Option to a rolling range ensures the report stays current.

Guide

Scheduled reports are created from the Report build screen.

In the side menu of RMS, go to Reports, expand the Report menu, and select the required report.  

1. Select the Date Option.
   Select a Date Option from the preset buttons to create a Scheduled Report with a rolling date. Selecting a set date on the calendar will create a scheduled report that always reports on the date selected.
2. Select the Report Options.
3. Select Schedule.
   
    
4. Enter the Schedule Name.
5. Select the Schedule Start Date.
6. Select the Schedule Send Time.
7. Set the Time Zone.
8. Select the Export Option.
9. Select the Schedule Frequency.
10. Select the required RMS Users or Security Groups.
    Select Save.
    

Reports emailed by a User in RMS are sent from emailedreports@rmscloud.com

If the email address on a User included in a Scheduled Report is invalid or receives a hard bounce from the mail server, the User will be removed from the Scheduled Report. If the User with the invalid email is the only recipient of the Scheduled Report, the schedule will be set to inactive.

Viewing, Modifying or Deleting Scheduled Reports

For more information on Viewing, Modifying or Deleting Scheduled Reports, click HERE.