You can use the following information to schedule reports.
When scheduling a report, there are two ribbons that need to
be accessed, the Properties Ribbon and the Recurrences ribbon.
To schedule a report:
- Right-click a folder
on the tree by pressing Shift+F10 or your Application key.
- Use your Right Arrow
key to open the New submenu.
- Use your Down Arrow
key until you get to Schedule. Press the Enter key.
- The Properties ribbon
will open. Tab to the title field to enter a value.
- You can then navigate
this ribbon by pressing the Tab key to fill in the remaining fields.
Note:
ReportCaster then
notifies you that there are no recurrences associated with the schedule.
Use the Spacebar to select OK, and begin by defining recurrences.
- Once you have filled
in the rest of the fields on the Properties ribbon, you need to either
press the Tab key or Shift+Tab to get to the series of radio buttons
so you can select the Recurrences ribbon. This is where you can
set up multiple recurrences for this schedule.
The recurrence
options are as follows:
- Run Immediately (Default
Option)
- Minutes
- Daily
- Weekly
- Monthly
- Yearly
- Custom
Note: Each
one of these options is a radio button that needs to be selected
by pressing the Spacebar on the specific radio button.
- After making your
selection, you can tab to the date picker for the start date, if
you are not running this schedule immediately.
Note:
- In order to navigate
the date picker drop-down lists, you must first use your Down Arrow
key to open the drop-down list. Then, you need to use your Right
and Left Arrow keys to navigate between different dates on a specific
week. If you want to navigate to the weekly option, you can press
your Down Arrow key.
- You must specify
a day in your schedule (Mon - Sun) otherwise you will not be able to
save the schedule.
- Once you have finished
your recurrence schedule, you need to tab to the OK button and press
the Enter key to save this schedule with the specific recurrences
you have just created.