---
title: "Scheduling a Report"
canonical: "https://kb.uconn.edu/space/DMRA/10879893723/Scheduling%20a%20Report"
format: markdown
---
<span style="color: #3c4043">You can send a copy of a report to yourself and/or your stakeholders on a regular basis by setting up a scheduled report </span>to be sent directly to your email on a predefined regular basis. 

## Scheduling a Report via Email 

1. Right-click on a report.
2. Click **Schedule. **  
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3. Click **Email.  **  
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> ℹ️ There are several details that need to be set up to schedule a report. The order in which you complete this information is insignificant.

## Distribution Tab

1. The **Distribution **tab displays by default.
2. The **Type** field defaults to **Email Address(s).**
3. In addition to your email address, which populates by default in the **To** field, enter additional *uconn.edu* email addresses, separated by a comma, as desired.
4. The **Reply Address** defaults to [noreply@uconn.edu.](mailto:email@uconn.edu.) You may want to enter the email address of a person that can answer questions regarding the report.
5. Modify the **Subject** field, as desired.
6. **Send all reports as attachments** is selected by default and recommended. Modify the selection to **Send the report as inline message, **as desired.
7. Modify the **Message** field, as desired. "Please see attachments(s)." is the default text that will be included in the body of the email if no changes are made.

## Parameters Tab 

1. Click the **Parameters** tab from the top ribbon.
2. To set up specific details to include with your scheduled report, select a **Parameter** from the options listed in the top grid.
3. Modify the selected Parameter's **Value **near the bottom of the dialog box.
4. Continue to select each parameter from the top grid, and then modify the value below, as necessary.
5. When all applicable values are defined appropriately, click **OK** to confirm.

## Notification Tab 

1. Click the **Notification **tab from the top ribbon.
2. If you would like to receive a notification each time the report is emailed to the identified recipient(s) of the scheduled report, click the **Notification Type** drop-down.
3. From the **Notification Type** drop-down, select **Always **or** On Error. **
4. Enter a valid *[uconn.edu](http://uconn.edu)* e-mail address in at least one of the **Message To** fields.

> ⚠️ If both the **Brief Message To **and **Full** **Message To **fields are left blank, the system will produce an error upon saving.

## Recurrence Tab

1. Click the **Recurrence **tab from the top ribbon.
2. Enter **Start **and **End Dates** and **Times**.
3. Select a** Recurrence** pattern.
4. Complete the **Advanced settings** section for additional options, as desired.

## Task Tab 

1. Click the **Task **tab from the top ribbon.
2. Modify the **Save Report As** field, as desired.

## Saving Scheduled Reports 

1. Once all tabs are completed, click **Save & Close** in the top ribbon.

## Tips 

1. Navigate to the folder where the schedule was saved and click to select the scheduled report.
2. Right-click on the scheduled report to:
  1. Edit
  2. Run
  3. Delete
  4. Change Title
  5. Share

> ℹ️ <span style="color: #333333">For general assistance or to report an issue with WebFOCUS, log a ticket directly with the </span>[Technology Support Center](https://techsupport.uconn.edu/)<span style="color: #333333">.  </span>

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