By default, the Report Scheduling feature is disabled. As a practitioner, you can enable the feature on the Client Administration Preferences page.

When Report Scheduling is enabled, you will see a Reports - Home tab and Report Scheduling tab when you select Reports. If Reports Scheduling is disabled, only one Reports tab is displayed.

To enable the Report Scheduling feature:

  1. From the Time & Attendance menu, select Setup.

    Note: If the Setup option is not visible, make sure that you have selected Practitioner in the Role Selector.

  2. Under the Report Scheduling section, select the Allow Report Scheduling check box.

  3. If you want to allow a schedule creator to designate other users (in addition to himself or herself) as recipients of a report, select the Allow selection of multiple recipients on a report schedule check box. If this box is not checked, only the creator of a scheduled report can access a completed report. By default, this box is not checked.

    Notes:
    The following rules apply if you allow schedule creators to designate other users as report recipients:

    - Only Time & Attendance module users can be designated as recipients.

    - Schedule creators can only designate recipients who have the same or higher level of security access as they do.

  4. Click the Submit button.