Users with the appropriate permissions can schedule reports to run on a schedule defined within the Clinical One Cloud Service.

To create a schedule for a report:

1. Navigate to the Reports & Archives tab. For step-by-step instructions, see Access the Reports & Archives page.
2. Select the report you want to define the schedule for.

   Note:

   For reports that cannot be scheduled, you are presented with the system message, Scheduling this report is not supported..
3. For valid reports, expand the Schedule Reports side panel and click Create Schedule
4. On the Schedule page, define the Start Date, Time Zone, Frequency, and Send Notification To recipients.
5. On the Settings page complete the report specific settings.
6. Click Save.

Once saved, the report schedule is displayed on the Schedule Reports side panel. From here you can easily enable, disable and edit a scheduled report.

Tip:

To edit, click on the pencil (

) icon next to the schedule title.