Schedules Tab – Create Schedules
All Scheduled Reports are visible to Administrator users and are managed from the Reports Module Schedules tab. Other users will only see their own Scheduled Reports that they have set up.
The Schedules tab screen displays the following:
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List of all scheduled reports set up by users on the left-hand side.
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The right-hand side of the screen shows the selected scheduled report details, for example schedule name, file type, routine, time range and recipients.
Follow the steps below to Schedule a Report from the Schedules tab:
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Log in to Unity
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From the Navigation Panel on the left-hand side, click the Reports module
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From the top select the Schedules tab
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To add a new Schedule, click the + button
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The Add new report schedule screen will be displayed on the right-hand side; review the previous pages for step-by-step instructions.