Schedule

Schedule Import

Creating a Schedule

Monthly

Weekly

Daily

Specific Date and Time

Email Options

Delivery Options

Email Message Content

Email Addresses

With the Regularly Scheduled option, you can schedule an import on a monthly, weekly or daily intervals basis.

Monthly

Note: This is the default schedule.

• You can import on a specific day of the month, e.g. the 1st or a specific week/day of the week combination. The default is the 1st of the month.

• If you choose a day of the month that does not occur in every month, e.g. 31st, then on those months it will occur on the last day of the month.

• For the specific week/day of the week combination the choices are First, Second, Third, Fourth, and Last for the week and all of the days of the week for the day.

• When defining a regularly scheduled report, you must specify a Start Import date and Time of Import.

• • In the Start Import at Date text box, enter the date you want the schedule to begin running. You can also type a date in the text box or use the interactive calendar.

  • In the Time of Import text box, enter the time you want the schedule to begin running. You may type a time in the text box, use the up and down arrows, or click the interactive clock.

Weekly

• You can choose the day of the week to perform the import.

• Sunday is the default

• When defining a regularly scheduled report, you must specify a Start Import date and Time of Import.

• • In the Start Import at Date text box, enter the date you want the schedule to begin running. You can also type a date in the text box or use the interactive calendar.

  • In the Time of Import text box, enter the time you want the schedule to begin running. You may type a time in the text box, use the up and down arrows, or click the interactive clock.

Daily

• You can choose which days of the week to perform the import by checking the desired days.

• Monday through Friday are the defaults.

• When defining a regularly scheduled report, you must specify a Start Import date and Time of Import.

• • In the Start Import at Date text box, enter the date you want the schedule to begin running. You can also type a date in the text box or use the interactive calendar.

  • In the Time of Import text box, enter the time you want the schedule to begin running. You may type a time in the text box, use the up and down arrows, or click the interactive clock.

Specific Date and Time

With a specific date and time schedule, you can only run the import once on the date and time specified. After this specific import , the schedule will not run another import.

• When defining a specific date and time import, you must specify a date and time.

• • In the Run this import on text box, enter the date you want the schedule to run the import. You can also type a date in the text box or use the interactive calendar.

  • In the Time text box, enter the time you want the schedule to start running. You may type a time in the text box, use the up and down arrows, or click the interactive clock.