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:

1. Right-click a folder on the tree by pressing Shift+F10 or your Application key.
2. Use your Right Arrow key to open the New submenu.
3. Use your Down Arrow key until you get to Schedule. Press the Enter key.
4. The Properties ribbon will open. Tab to the title field to enter a value.
5. 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.

6. 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.

7. 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.
8. 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.