How to Schedule a Report Writer Export

Overview

Report Writer is a powerful tool that enables you to extract and transform data from your property’s RMS database into fully customised reports.

By creating search templates using a wide range of RMS fields, you can filter and export precisely the data you need. Additionally, Scheduled Exports allow users to automate the delivery of reports based on predefined Report Writer queries, saving time and ensuring timely access to important information.

Visual Guide

In the side menu of RMS, go to Utilities > Report Writer.

1. Select an existing Search Template.

2. Click Schedule.

   

    

3. Choose an Export Template.

4. Pick Schedule.

   

    

5. Enter the Schedule Name.
6. Choose a Schedule Start Date.
7. Decide on the Schedule Time.
8. Pick the Schedule Time Zone.
9. Select the required Export Option.
10. Designate the Schedule Frequency.
11. Choose the required Users or Security Groups.
12. Save/Exit.

Usage Tips

• Automate Report Delivery
  Schedule a Report Writer export to send custom reports created in RMS automatically?

• Use Rolling Date Options
  Select dynamic date options such as Today, Tomorrow, or Yesterday instead of fixed dates to ensure the export rolls forward automatically each day.

• Need Help Creating a Template?
  Click Here for step-by-step instructions on how to create a Report Writer search template in RMS.