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The Scheduling feature will allow you to schedule the production of a report on a one-time or recurring basis. The report can be scheduled as follows:
- Click on the Report dropdown tab located on the Secure Administrator Access Homepage.
- Select the Create Custom Report option.
Once the Create Custom Report page displays, click on the Set up a Schedule link located at the bottom of the page
The Report Scheduling Page will display.
- Verify that the correct report type is displayed in the Name Your Scheduled Request box.
- Indicate whether the report will be generated on a one-time or recurring basis. If the report will be generated once, the administrator must enter the due date.
- If the report is reoccurring, the administrator must indicate if the report will be generated monthly, quarterly or annually.
- The report end date must also be entered. Once all entries have been made, the Submit tab must be selected to record the request.
Notification to the administrator
Once the request is recorded in Online Custom Reporting, you will receive an email notice when the report has been generated. See the Email Notification section for details.
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