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7.3. Recurring Reports
Last Updated 05/17/2023
How to Set Up Recurring Reports
Recurring reports are a useful way to save time by scheduling reports that you run on a regular basis, such as monthly circulation and monthly patron registration statistics. When you have set up a report to run on a monthly basis you’ll get an email informing you that the report has successfully run. You can click on a link in the email that will take you directly to the report output. You can also access the output through the reporter interface as described in Viewing Report Output.
To set up a monthly recurring report follow the procedure in Run a Report Template but make the changes described below.
- Select the Recurring Report check-box and set the recurrence interval to the desired amount of time (e.g. 1 month).
- Do not select Run ASAP. Instead schedule the report to run early on the first day of the next month. Enter the date in YYYY-MM-DD format.
- Ensure there is an email address to receive completion emails. You will receive an email completion notice each month when the output is ready.
- Select a folder for the report’s output.
- Click Save Report.
- You will get a confirmation dialogue box that the Action Succeeded. Click OK.
After following these instructions, you will get an email on the 1st of each month with a link to the report output. By clicking this link it will open the output in a web browser. It is still possible to login to the staff client and access the output in Output folder.
How to stop or make changes to an existing recurring report? Sometimes you may wish to stop or make changes to a recurring report, e.g. the recurrence interval, generation date, email address to receive completion email, output format/folder or even filter values (such as the number of days overdue). To make changes to an existing report, follow the instructions in Viewing and Editing Report Parameters. Or, if no longer needed, you delete the recurring report from the report folder. Please note that deleting a report also deletes all output associated with it.