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    Schedule Reports

    Set a Report to automatically email selected users in RMS.

    Steps Required

    1. Go to Reports > {Report Menu} > {Report Name} in RMS.
    2. Select a Date Option.
    3. Optional: Select additional Report Options.
    4. Select 'Schedule'.
    5. Enter the Schedule Name.
    6. Select the Schedule Start Date.
    7. Select the Schedule Send Time and Time Zone.
    8. Select the Export Option.
    9. Select the Schedule Frequency.
    10. Select the required RMS Users or Security Groups.
    11. Save.

    Info

    Properties with access to more than one RMS Environment will receive their scheduled reports sent from the environment with the latest available version. Eg. Beta. 

    Selecting a set date on the calendar instead of using a Date Range button will result in the Scheduled Report always sending for the specified date.

    Emails will display the Property Name & Schedule Name as the subject line.

    Visual Guide

    Go to Reports > {Report Menu} > {Report Name} in RMS.

    Select a Date Option.



    Optional: Select additional Report Options.


    Select 'Schedule'.


    Enter the Schedule Name.


    Select the Schedule Start Date.


    Select the Schedule Send Time and Time Zone.


    Select the Export Option.


    Select the Schedule Frequency.


    Select the required RMS Users or Security Groups.


    Select 'Save' to store the changes made.


    This report will send via email to the selected users at the frequency set.


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