# Document Scheduling

Document Scheduling allows a document to be executed at a specified time on a specific interval without the need for user intervention. Scheduled Documents are useful for long running reports that can be executed during off hours and for distributing documents or reports via email. Scheduled reports can produce output in Crystal Report format, PDF format, Microsoft Excel format, CSV format or Text.

The system administrator has complete control over who can schedule documents and what folders each user (through membership in a role) can schedule documents from. To schedule a document a user must be a member of a role with scheduling capability. To grant a user the ability to schedule a document see Editing Roles.

Document scheduling consists of five main subjects:

- Document Selection

  Document Selection is where you identify what document to schedule and if it's a Crystal Report, specify the output format of the scheduled report.

- Schedule Interval

  Schedule Specification is where you identify when and how often a document should execute. The supported frequencies are Hourly, Daily, Weekly, Monthly, and One Time.

- Report Parameters

  This section is only enabled for Crystal Reports. For reports with parameters, the parameters will be displayed and a value needs to be entered for each parameter. These parameter values will be used when the scheduled report executes.

- Email Document

  If you would like to have the document emailed, then you will use this tab to enter the email information. The document will then be attached to the email and distributed.

- Alert Report

  This section is only enabled for Crystal Reports. Alert reports are a way to have a report that is only distributed when a condition is met. The report is run on a scheduled basis, if the report returns any data then it is sent using email. A typical use is to distribute customer statements using email. This allows you to have one report that is run for each customer, if a customer has activity, the report is emailed to them.

- Unmanaged Output

  Unmanaged Output allows for the document to be sent directly to a network folder, FTP site and/or network printer (the printer option is only available for Crystal Reports).

For detailed instructions see Schedule a Document