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The scheduler allows you to run reports and dashboards regularly at specified times. This can be useful for reports and dashboards which are based on periods of time, such as weekly sales reports or quarterly earnings reports.

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1. Click the Menu  icon and selectSchedule Report.

2. Enter a Name for the schedule.

3. Choose which file type to save the report as.

4. Optional: For PDF or Excel, enter a Password to secure the report.

5. Select a date and time for the schedule, and choose how often it should run:

   1. In the Schedule Time field, enter a time for when the schedule should run.

   2. Optional: To run the schedule as soon as it is created, select the Execute Immediately check box. This schedule cannot be given a recurrence pattern. Go to step 6.

   3. Optional: To run the schedule multiple times per day, select the Repeat Every check box and enter a time for how often it should repeat.

   4. Optional: To run the schedule on more than one day, choose a Recurrence Pattern from the available options:

      Daily

      The schedule will repeat every day, every weekday, or every number of days. Enter a number of days for how often the schedule should repeat, or select Every weekday to run it every Mon, Tues, Wed, Thurs, and Fri.

      Weekly

      The schedule will repeat every week, or every number of weeks, on one or more days. Enter a number of weeks for how often the schedule should repeat, and select one or more days when it should run.

      Monthly

      The schedule will repeat every month, or every number of months, on a certain day. Enter a day for when the schedule should run, and a number of months for how often it should repeat.

      Yearly

      The schedule will repeat every year on a certain day. Enter a day for when the schedule should run.

   5. Optional: If you have entered a recurrence pattern, enter a date for when the schedule should Start.

6. Optional: To add filters to the report click the Filters tab. If the report already has filters you can set their values here. See Filters for instructions.

   Note: In versions prior to v2018.2, Chained Reports do not support scheduled filters

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7. Optional: To email this schedule to addresses from a database, see Emailing personalized reports below.

8. Click the Recipients tab. To send the report to a list of email addresses, select the Email Reports check box and fill out the following fields:

   1. Enter the recipients' email addresses in the To, Cc, and Bcc fields.

   2. Optional: Enter an email subject in the Subject field.

   3. Optional: Enter an email message in the large text field.

   If you do not want to email the report, clear the Email Reports check box. The report will be saved to disk instead. You may have to ask your administrator for the file location.

9. Optional: If this is a batch schedule, an Attach Report Output to Email check box is available. Clear this check box if you want to use this report to send alerts, and you do not want to email the report itself.

10. Click Finish to save the schedule.

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Tip: The To, Cc, and Bcc fields are unavailable when using Batch. Dashboards can not be scheduled as a Batch report.