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Scheduling a specific Report to email

Curtis Bellfy (Past Member)
$organization

I was hoping to schedule a specific report to email out on specific days...is this possible? and if it is i need it to run from the current date of the specific day...

I should mention that the report i wish to schedule is one of our "custom" reports

NOTE NEW: unfortunately it doesn't look like it is set up to be scheduled...probably because its a custom report...

NOTE NEW 2: thank you all, working on getting the Report Setup Utility access for me!

thank you for all your quick replies!

thank you for any help or suggestions!



[edited by: Curtis Bellfy at 1:53 PM (GMT -6) on 8 Oct 2014]
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  • Former Member
    Former Member $organization

    Curtis:

     

    We are able to schedule our custom reports…you just have to check the box next to “Schedule” at the upper right in the report definition window for the report in the “Report Setup” Application.

     

     

    Penny Tabor

    Director of Technology

    Midland Center for the Arts

    Midland, MI 48640    

                                         Comptia                                              

     

     

     

     

    From: Tessitura Shared Reports Forum [mailto:forums-shared.reports@tessituranetwork.com] On Behalf Of Curtis Bellfy
    Sent: Wednesday, October 08, 2014 1:22 PM
    To: Tabor, Penny
    Subject: Re: [Tessitura Shared Reports Forum] Scheduling a specific Report to email

     

    unfortunately it doesn't look like it is set up to be scheduled...probably because its a custom report...

    thank you for your quick reply

    From: Paul Kappel <bounce-paulkappel1945@tessituranetwork.com>
    Sent: 10/8/2014 12:36:56 PM

    Hi Curtis,

    Assuming your report has been set up to be scheduled, you can set it up to "Create Schedule" from the Reports and Utilities window:

    And then set whatever date parameter you can in the report to be the Report Run Date:

    If you don't want it to go out every day, you may need to make multiple weekly schedules.

    Hope this helps, there's more info here




    This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Shared Reports Forum. You may reply to this message to post to the forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!

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  • Former Member
    Former Member $organization

    Curtis:

     

    We are able to schedule our custom reports…you just have to check the box next to “Schedule” at the upper right in the report definition window for the report in the “Report Setup” Application.

     

     

    Penny Tabor

    Director of Technology

    Midland Center for the Arts

    Midland, MI 48640    

                                         Comptia                                              

     

     

     

     

    From: Tessitura Shared Reports Forum [mailto:forums-shared.reports@tessituranetwork.com] On Behalf Of Curtis Bellfy
    Sent: Wednesday, October 08, 2014 1:22 PM
    To: Tabor, Penny
    Subject: Re: [Tessitura Shared Reports Forum] Scheduling a specific Report to email

     

    unfortunately it doesn't look like it is set up to be scheduled...probably because its a custom report...

    thank you for your quick reply

    From: Paul Kappel <bounce-paulkappel1945@tessituranetwork.com>
    Sent: 10/8/2014 12:36:56 PM

    Hi Curtis,

    Assuming your report has been set up to be scheduled, you can set it up to "Create Schedule" from the Reports and Utilities window:

    And then set whatever date parameter you can in the report to be the Report Run Date:

    If you don't want it to go out every day, you may need to make multiple weekly schedules.

    Hope this helps, there's more info here




    This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Shared Reports Forum. You may reply to this message to post to the forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!

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