Schedule a Report

Scheduling a report avoids building a report again from scratch the next time you need it. It also allows you to determine when the report is run and how it is delivered. 

The Schedule button is available at the top of each Ordway report. Custom Reports can also be scheduled. 

Steps:

1. Navigate to Menu > Reports > select the desired report.

2. Populate the Report Delivery Schedule.

3. Provide a Schedule Name for the report. 

Select report Format:

• • • Excel
    • CSV
    • PDF

4. Enter Email Recipients. Enter one email address at a time. Click enter to add another email address. 

5. Provide a Subject for the report email. This is a required field. 

6. Populate the email Message body. 

7. Set Frequency:

Schedule:

• • • Once
    • Daily
    • Weekly
    • Monthly

When Weekly is selected, click the checkbox for each day you want the report to be sent. In this example, the report will generate every Friday.

Set the Report delivery Time from the available time picker.

8. Click Schedule when finished.

Where are my Scheduled Reports?

Scheduled Reports are found by navigating to Menu > Reports > Schedules. 

Reports can be run, edited, or deleted from the Actions menu.