About report scheduling

The Report Scheduling window is a powerful tool that lets you control and manage the flow of your messaging and information directly to your vendors, clients, and employees. You can open the Report Scheduling window from any Report Printing window (except the 13-4 Report Printing window) by clicking File > Scheduling. You use it to:

  • Schedule a report to print at a specific time and at a given frequency.
  • Specify the output options for the report (print, fax, or email).
  • Determine to whom it should be sent.

Other features provide a way to send reports and messages to people other than those on your distribution lists.

Tip: Although you cannot schedule custom reports using the 13-4 Report Printing window, if you save custom reports using the standard eight-number format for Sage 100 Contractor reports, you can print and schedule custom reports using an associated window. For example, if you create a custom Employee List report, saving the report as 05010103, the report appears in the 5-1-1 Report Printing window as report 03-Employee List, and it is available for scheduling.

You use the Output Options to specify how to send the report:

  • Select the Printer checkbox to send the report to a printer or a file. To edit your printer settings, you click the Edit Printer Settings button that becomes available when you select the checkbox.
  • Select the Fax checkbox to fax the report. To edit your fax settings, you click the Edit Fax Settings button.
  • Select the Email checkbox to attach the report to an email message. To edit your email settings, you click the Edit Email Settings button.

You use the Frequency Options to specify when to generate the report, including:

  • A time of day in the Time of Day box.

  • Whether to print the report daily, weekly, bi-weekly, or monthly.

    If you select Weekly or Bi-weekly as the frequency, you also select which day(s) of the week that you want the report to run.

    If you select Monthly as the frequency, you also specify the day each month that you want the report to run.

You use the Recurrence Options to specify when to stop printing the report. You can print the report:

  • A specified number of times.
  • Until a specified date.
  • Until the schedule is deleted.

You use the Windows Authentication boxes to enter the Windows User ID and Windows Password.

Caution! You must enter a valid Windows User ID and Windows Password as set up for your business in your user profile. If you do not enter a valid password, the scheduled report will not run. Moreover, you will not receive any notification that the report failed due to an invalid or missing password. Also, if you change your password, you must reschedule any previously scheduled reports using your Windows User ID and your new Windows Password.

You use the Message for Email / Fax boxes to enter a subject line and message for emailing and faxing reports.

You can use the 7-5 Scheduled Reports Manager window to:

  • View or edit your scheduled reports.
  • View information about your scheduled reports each time a scheduled report, fax, or email message is sent.