Schedule a Report

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Schedule a Report

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To schedule a report for regular delivery via email (Tables only), click the Schedule button from the Report Command Ribbon:

 

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This will bring up for scheduling a report. First, define a Title. This will be how the schedule is referenced in the future.

 

Enter the Recurrence Pattern. Only one Recurrence Pattern can be used per report. The selection made here will tell the schedule which tab to reference.

 

The From Address is where the email will come from. This can be the default SharePoint Outgoing email address, defined by the settings in Central Administration under Outgoing Email Settings, or this can be any other From address.

 

The To Address is a Person or Group field which references Active Directory. Reports can only be sent to internal staff.

 

Define the Subject and Body of the email.

 

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