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Scheduling Reports to Run Automatically

Reports can be scheduled to run automatically and then be sent to designated recipients via email or SFTP.
Required role | Tracker Coordinators and Company System Administrators can schedule reports, and can edit company users' administrative profiles to allow other users to schedule reports. Users with other system roles with permission to schedule reports can schedule only their own saved reports.
To schedule a report:
  1. Click
    Reports > Report list
     in the left navigation.
  2. In the dropdown, select
    My Reports (all)
    .
  3. Under the
    Report Name
     column, find the report you want to schedule and select the three small dots icon to the far right on the toolbar.
  4. From the menu that opens, select
    Schedule
    .
  5. Specify the frequency, day, time, date, and format of the report.
    note
    Reports that are scheduled during a Tracker scheduled maintenance time will run and be delivered after the maintenance is complete.
  6. Select a
    Delivery Method
    : Email, SFTP, or both.
    • Email:
      Select
      To
      , then
      Search
       and select the check boxes next to the names of users who will receive the report.
      The
      Subject
      line automatically contains the name of the report. You can type additional information on the Subject line and in the body of the message.
      tip
      Include your name on the To, Cc, or Bcc lines to also verify that the report was run and sent to the correct people.
      Your company email system might have a size limit for attachments. Any report that exceeds the limit will not be sent. Tracker will notify you by email. Compressing your reports into zip files can help you avoid this.
    • SFTP:
      In the
      Server
      drop-down list, select the recipient server. The SFTP server must be configured.
      In the
      Report Name
       field, you can select the default report name or type a more user-friendly name that indicates what the report is about.
      If the same report name already exists on the SFTP site, Tracker appends sequential numbers to the report name.
      note
      If you are delivering by SFTP, there are no notifications if the connection and delivery are successful. Tracker Coordinators receive a notification if there is an error in delivering the scheduled report via SFTP.
  7. On the toolbar, select
    Save & close
    .

Review report Information

  • Reports that are scheduled to run automatically show the frequency and time of the report in the
    Schedule
    column in your
    My Reports
     list.
  • To review the list of email recipients, select the three small dots icon, then select
    Schedule
    . On the Schedule Reports window, the
    To
    field in the
    Email
    section shows the list of email recipients.

Cancel scheduled reports

  1. To stop a report from running automatically, select the three small dots icon to the right of the report, then select
    Schedule
    .
  2. On the Schedule report window, select the
    Cancel schedule
     button.

Reactivated Users

When a user is deactivated, their scheduled reports are also deactivated. If that user is later reactivated, the company system administrator can choose to reactivate their scheduled reports when they reactivate the user.

This article applies to:

  • Product: Legal Tracker
  • Subject: Reports
  • Audiences: Company