Schedule reports

• Open any Report Printing window (except the 13-4 Report Printing window).
• Use one of these ways to open the Report Scheduling window:
  1. Click Scheduling from the File menu.
  2. Click the scheduling button on the toolbar.

Under Output Options

• Choose one or more of these:
  1. Printer/File: Click Change Printer Settings to adjust your printer settings.
  2. Fax: Click Edit Fax Settings to choose or change fax recipients.
      NOTE: This option only shows up if your system detects a fax modem. 
  3. Email: Click Edit Email Settings to choose or change email recipients.

Under Frequency Options

• Pick a time from the Time of day drop-down.
• Choose how often the report runs:
  • Daily
  • Weekly
  • Bi-weekly
  • Monthly

For weekly or bi-weekly

• Under Weekly/Bi-weekly: Day Selection, pick the days of the week for the report to run.

For monthly

• Under Monthly: Day Selection, choose one:
  1. Print on day (#) of each month: Pick a specific day like the 15th.
  2. Print on the (occurrence) (day) of each month: Choose something like the third Wednesday.

Under Recurrence Options

• Choose one:
  1. Print report (#) times: Enter how many times you want the report to run.
  2. Repeat until date: Enter the last date for the report to run.
  3. Print report until the schedule is deleted: The report continues to run until you delete it using the 7-5 Scheduled Reports Manager.

Under Windows Authentication

• Enter a valid Windows User ID and Password from your user profile.
  • If the password is incorrect, the report won't run and you won't get a warning.
  • If you change your password, you’ll need to reschedule your reports.
• Enter your Windows User ID.
• Enter your Windows Password.

Under Message for Email/Fax

• In Enter Subject Line, type what you want to appear in the subject.
• In Message, type any extra text for the email or fax cover page.
  • You can use letters, numbers, and symbols, and even paste text from other places.

Click Save Schedule

The report runs based on the settings you chose, until the end date or until you delete the schedule using the 7-5 Scheduled Reports Manager.