Fields | Description | Remarks |
Schedule Name | Specify the schedule name | Mandatory field |
Select Report | Select the report from the drop-down list | Mandatory field |
Active | Specify the scheduler status | Checkbox |
Start Date | Specify the start date of scheduling the report | Mandatory field. The standard date format is mm/dd/yy |
Start Time | Specify the time when the report has to be generated and sent to the recipients | Mandatory field. The standard time format is hh:mm |
Repeat | Specify the frequency of the report scheduler from the drop-down list. You can select one of the options: daily, weekly, monthly, or yearly. | Drop-down list |
Format | Specify the format for the report, such as Excel, PDF, or CSV. | Checkbox |
Recipient Details | Specify the source type and select the recipients from the list. | List |
Recipient Email | Specify the email IDs separated by comma | Text box |
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