To see reports you have scheduled to run on a regular basis, follow these steps:


Note: Be aware that your user role will need to have the privilege to use the Reports screen in order for you to be able to run, schedule, and view scheduled reports. (If you need to schedule a report and you don't have that privilege, contact your organization's iOn administrator.)


  1. Click  >> Reports.
     
    A list of the available report categories will appear on the left.
      
  2. Click the expansion arrow to the right of the category containing the report whose schedule you want to view.
     
    A list of its specific reports will appear, with a description of each one underneath the report name.
     
     
  3. Click  to the right of the name of the report whose schedule you want to see and select Schedule on the menu that appears.
     
    The schedules you have set up for the report will appear.
     
    Here is a description of the column headers and grid icons:
     
    • Job Name: The job name you specified when saving the schedule. 
       
    • Last Run: The date and time the scheduled report was last run.
      Caution: Don't be alarmed if the Last Run and Next Run time values seem off; they'll be run for the time you specified, but they might be listed here using UTC (coordinated universal time) instead of your time zone.
    • Next Run: The date and time when the report is next scheduled to run.
       
    • Enabled: If the check box is selected, the report is active and will be run per its schedule. You can uncheck this to temporarily pause the schedule (and select it again later to resume regular report runs).
       
    • : Opens the settings for the report, enabling you to edit the schedule. (See Editing a Scheduled Report.)
       
    • : Deletes the schedule for the report (after you confirm your deletion in a warning dialog box).
       
  4. You can add a new schedule for the report by clicking Create Schedule at the top left of the screen (and following the steps in Scheduling a Report).
      
  5. You can click Run Now at the top of the screen to enter new options, output options, and notification settings to immediately execute a run of the report.
     
  6. You can click Refresh List to update the information onscreen.
     
  7. If you would like to view the schedule for a second report, repeat steps 1 through 3.
     
    The new report's timetable will appear on a second tab of the Reports screen, and you can swap between them to compare when they will be run, if needed (by clicking the tab you want to view).
      
  8. If you are done with one of the report's schedules, you can click  at the right of the tab to close it.
     
    The other schedule will remain open on its tab.
    Note: To see how to edit a scheduled report, check out Editing a Scheduled Report.