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Scheduling Reports

dotnet Report Builder allows users to create a schedule when designing reports. This feature allows users to run reports automatically and email them to specified email addresses.

To start scheduling reports, click on the check box for “Schedule Report” in the Report Designer as shown:

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When report scheduling in enabled, end-users can set up the report running schedule as well as decide who the reports are sent to. The reports are sent via email in Excel format.

 

Setting up a Report Schedule

Reports can be scheduled to run at a specific time in four scenarios:

  • Daily

schedule2

  • Certain days of the week

schedule3

  • Monthly on a specific date

schedule4

  • Yearly on Specific dates on specific months

schedule5

 

Sending Scheduled Reports

Scheduled reports are sent via email as MS Excel attachments. To send reports to multiple recipients, separate email addresses with commas as shown below.

schedule6

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