Scheduling reports

In the Case Manager portal, you can schedule reports to run at a time, interval, and frequency that you define.

When you schedule a report, you are subscribed to that report by default. You receive a copy of the report by email each time the report runs.

An access control policy might deny you access to a report. If an access control policy is added to a report after you scheduled it, you receive an email notification that you cannot receive the results of the report.

1. In the Report Browser, click the gear icon for the report shortcut and select Schedule to open the Schedule task form. If Schedule is not an option, you are not authorized to run the report.
2. On the Schedule task form, specify the following information:
   • A name and description for the task
   • When you want the report to run and how often
   • The output format for the results and who you want to notify
3. Click Submit to save your changes and schedule the report.

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