Creating a report schedule

You can schedule any QorePortal report to generate with fresh data on a recurring basis. You can choose the recurrence frequency (daily, weekly, monthly, or yearly), the time of day the report is generated, and a stop date for generating recurring reports. You can also schedule the QorePortal to notify users when the report is ready to view.

To create a report schedule, complete the following task:

  1. Navigate to the Reports section of the QorePortal.

    A list of reports that you can generate displays

  2. Click the report you want to schedule.
  3. On the Analysis page of the report, click Schedule.
  4. On the Schedule page, in the Users drop-down list, select one or more users that you want notified when the report is generated.

    By default, your own user name appears. If you do not wish to be notified when the report is generated, click to clear your user name, and be sure to select at least one other user.

  5. Select the notification method you want to use when a report is ready for viewing from the following options:
    • Send personalized report to recipients. Reports sent with this setting are filtered according to the recipient's assigned role and permissions.
    • Notify users by email. This option sends an email with a direct link to the report in the portal to the selected recipients. When cleared, recipients are notified by the Notifications icon in upper right corner of the portal.
    • Send right away. This option notifies recipients by the chosen method that a report is ready to view immediately after you save the schedule.
  6. Under Schedule configuration, in the text box, enter a name for the schedule.
  7. To set a time for the notifications to be delivered, select a frequency and then enter a time of day in the 12-hour format.
  8. Optionally, to designate a day to stop sending notifications and running the report, select Set stop date, and then select a day from the calendar.
  9. Click Save.