Saving and scheduling canned reports and scripts

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Saving a Canned Report or Script

1. From Report Builder, select the Canned Report or Canned Script you want to save.
2. Click Configure Report.
3. Set your preferences:
   • Canned Reports: Choose Time Period(s), Vendor(s), Product Set, Metrics, and Group By’s.
   • Canned Scripts: Choose Vendor(s) and Product Set.
4. Click Create Saved Report, name it, and click Save Report.

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Scheduling a Saved Report or Script

1. Go to Reporting → Saved Report Schedule Manager (for reports) or Script Schedule Manager (for scripts).
2. Click Add New Record.
3. Select the saved report or script you want to schedule.
4. Choose the day of the week and time of day.
5. Optionally enter email addresses for distribution — separate multiple addresses with a semicolon. Leaving this blank is fine; the report will appear in your My Reports List instead.
6. Click Save. The report will now run automatically on your chosen schedule.

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