› Output Manager › Rules and Tasks › Scheduling tasks › Create a schedule › Create and save or email a report

Create and save or email a report

Perform this procedure to use a schedule to create a report and then save or email it.

  1. On the Tasks tab (New/Edit Schedule dialog box) of the Schedule Manager dialog box, click Add Create Report.
    It opens the New/Edit Task (Create Report) dialog box.
  2. Enter a Name and Description for the task.
  3. To save the report, select Save report as a and choose to save the report in PDF or comma separated values (CSV) format.
    In the box, either type the folder path where the report will be saved, or click the browse button (...) to select the folder. If the Output Manager Database Manager is on a different machine, you must enter the full UNC path.
  4. To email the report, click Email report as a and choose to email the report in PDF or CSV format.
  5. Either select an email profile from the list, or click the browse button (...) to create one from the Manage Outbound Email Profiles dialog box.
  6. Configure the email messages that will be sent using the following options:
    • Set the Priority level of the email as normal, low, or high.
    • Enter the email addresses that will be sent messages in the To, CC, and Bcc boxes. You can enter multiple email addresses separated by a comma.
    • In the Reply to box, enter an email address where replies will be routed. You can enter multiple email addresses separated by a comma.
  7. In the Report to generate list, select the report you want to create.
  8. Under Report parameters, configure the parameters for the selected report.
    The parameters change depending on the report selected.
  9. Once the task is selected, click OK.
    The new task is listed in the grid on the Tasks tab.