Guidelines for Scheduling Reports

To schedule reports, use the following recommended workflow sequence:

  1. Configure settings for the outgoing mail server. See "Configuring Outgoing Mail Information" in this guide.

    Important: An outgoing mail server is required to schedule reports.
  2. Set up mailing lists. See Creating Mailing Lists.

  3. Set up disk destinations. See "Creating Disk Destinations" in this guide.

  4. Create a report package. See Adding or Editing a Report Package.

  5. Verify that the report package works.

    Make sure the correct reports are generated using the specified parameters, and make sure the reports are sent to the correct mailing list or disk destination.