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:

For detailed instructions see Schedule a Document