WMS Procedures Manual: Scheduling Reports

If you have the Reports Author role in WMS, you can schedule reports to run automatically. If you need this role added to your WMS credentials, contact the Systems Admin Librarian.

While in the Reports Launch Pad, right click on the report you wish to schedule and select Schedule.

Instance Title is the name the report will appear as when you retrieve it.

Recurrence is when and how often you wish the report to run.

Prompts allows you to set any prompts which you would normally select every time you run the report.

Formats allows you to select the type of file the report will be saved as. Web Intelligence is the default file type for WMS Analytics.

Skip the rest of the options: Caching, Events, Scheduling Server Group, and Destinations.

To retrieve a scheduled report, right click the report and select History.

Select the instance time of the report you wish to view. By right clicking on the Recurring instance, you can reschedule the report,  if you wish to change the schedule.