Scheduling Custom Reports
The existing scheduling functionality used for legacy LeaseAccelerator reports is utilized for the Design Studio; however, an additional step is involved to ensure the correct parameters are included for the scheduled report.
Download a PDF version of the Design Studio guide.
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Before scheduling a custom report, generate the report with the parameters you want included in the scheduled output.
Caution: Scheduling options are not currently dynamic. The ‘Period’ and ‘Run As At’ parameters will NOT automatically adjust date ranges nor As At dates. At this time, reports will need to be generated with updated date ranges and As At dates and rescheduled if different dates are required.
Click Return to Client Reports button or Return to My Reports button (depending on which tile you are currently on). This is required to sync the parameters.
Locate the targeted report and highlight it by clicking the box to the left of the report name you wish to schedule.
Next, click the box marked Schedule This Report at the bottom of the workspace.
The following box will appear:
The options and restrictions existing for other scheduled reports within LeaseAccelerator apply to these selections as well.
Run once option cannot be set for the same day.
When selecting Weekly, only one of the weekdays below the option should also be selected.
Scheduling output is only available in XLSX.
After selecting your option, click Submit Schedule. The next pop-up will appear asking you to verify the parameters to be used for the scheduled report.
If the parameters are as intended, click OK. If not, click Change Parameters.
Ask Alex will walk you through the steps to change, save, and sync your parameters.
Scheduled reports will be listed under the Scheduled tile within the Reporting workspace with all other scheduled reports. Only the person who created the schedule can view the list of scheduled reports or delete the scheduled report.
In addition to being emailed to the selected individual(s), after the scheduled report has been generated it will be available for export (XLSX only) in the Systems Operations Console. The ‘Report Name’ in this section may carry the name of the template used to create the customized version of the report; however, the ‘File Name’ will list the name of the customized report.
For reports originating with the Journal Entries Report template, the ‘Report Name’ field will continue to reflect ‘LedgerExportV2’ while the ‘File Name’ will include the customized report name. Filtering the Systems Operations Console – Report data on the Report name = Journal Entries Report will include all generated scheduled reports that originated with the Journal Entries Report (aka LedgerExportV2) template. An example is below: