Schedule a Report

Users can schedule reports to run on on a periodic basis and store the results in a Microsoft Word document or PDF file so they can be viewed after the report has been executed.

1. Access the Report list.
   1. Select the Default GRC context from the context menu.
   2. Click the Analysis tab.
   3. Select Library from the Reports group.

      

2. Click (Saved Filters) next to a report in the list.
3. Click Schedule Report next to a filter in the list.

   

4. Select the Enable Schedule checkbox to activate the scheduling capability.
5. Specify the frequency for the report schedule by selecting one of the following radio buttons:
   • Daily
   • Weekly
   • Monthly
   • Yearly
6. Type a number in the adjacent text box to specify the frequency of occurrence. For example, if you selected the Weekly radio button in Step 2 and type 1 in this text box, the report will run once a week.
7. Type a date in the Start date field. or click Calendar to select a month, date, and year.

   Note: The date should be in the MM/DD/YYYY format.

8. Select the appropriate radio button to determine how and when you would like to stop running the report:
   • No end date: The report will run continually with no end date.
   • End after...occurrence(s): The report will end after a set number of occurrences. Specify the number of occurrences in the field below.
   • End By: The report will end on a selected date. Type a date in the field or click Calendar to select a month, date, and year.
9. Default result: You can choose whether the report will show live data or the cached results from the last time the report was executed.
   • Live Results: Displays live report results per the recent changes you made to the report filter. The report results display the per the recent changes you made to the report filter.
   • Cached Results: Displays results from the cache of the report the last time it was executed. It may not include the recent changes.

     Note: Viewing cached results by default will perform faster than live results.

10. Select the Send Via Email checkbox to email a copy of the the results to the report owner when the report is executed.