Print

Getting Started | Index

Schedule Reports

Description

The Scheduled Reports function of Balance Reporting allows you to specify the date and time you would like predefined reports generated. The Schedule Report page lets you add and delete reports from the scheduler.

Once reports are generated on the specified date and time, they are available in the Receive Reports page to be either viewed or downloaded.

Note: You are able to schedule a maximum of 25 reports at any one time.

Click here  for a detailed description of the Scheduled Reports field definitions.

For a detailed description of the Scheduled Reports grid click here.

Business Rules

How do I Add a Report to the Schedule?

How do I Delete a Report from the Schedule?