Report Schedules
Report Schedules are used to automatically email Reports as PDF attachments to Users on a recurring schedule.
Tip
Schedules cannot be enabled on Reports with parameters.
Warning
Automated emails are sent from no-reply@gs.hertzler.com. Ensure this email address is not blocked by spam filters.
Setting Up a Schedule
A saved Report's schedule can be accessed from the Schedule button near the top of the Report Designer, or from the Schedule button while viewing a Report. Selecting this button will open an overlay where the Report's schedule can be configured.
| Setting | Description |
|---|---|
| Frequency | The recurring schedule for email delivery. |
| Enabled | Whether this schedule is active and should send emails. |
| Start Date | The starting date, time, and time zone of the schedule. |
| Send to, Run as |
The Report will be generated as the Run as User and sent to the email address of the corresponding Send To User. |