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Scheduled Reports

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How to Schedule a Report

  1. Access the report you would like to create a schedule for
  2. Click on the Schedule Report button
  3. The Schedule Report Options now display
  • Schedule Name – This allows you to enter a name for the Schedule
  • Schedule Start Date – Choose the Date you would like to start the Scheduled Report
  • Schedule Time – Choose the time you would like the Scheduled Report to run
  • Schedule Time Zone – Choose your time zone from the list
  • Schedule Day – Choose when you would like the Scheduled Report to run
    • Daily – The report will run every day
    • Weekly – The report will run weekly on the selected day(s)
    • Monthly – The report will run monthly on the selected day(s)
  • Select Users – Use this to select the users this report will be sent to
  • Select Security Groups – Use this to select the Security Groups this report will be sent to

Schedule Considerations

There are a number of items to consider when scheduling a report

  • To avoid a drop in system performance you may choose to schedule larger reports to generate at times of low usage such as during the night.​
  • Certain reports may need multiple schedules. For example, running a housekeeping report for two properties. As the information in this report is dynamic, you would like to schedule this report to run as close to the time that you need it as possible. If Property A is in the EST time zone and Property B is in the PST time zone and you would like the report run at 8am, you would need two schedules for this report. One would run at 8am EST and the other would run at 8am PST.
  • Consider scheduling reports for critical pieces of information that can aid you in the event of an outage. Reports such as Arrivals and Departures can be scheduled and emailed to key employees, so that in the event of system downtime, or an internet.

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Last modified
09:17, 7 Jul 2015

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