Schedules
Use this screen to create schedules that can be used when scheduling reports.
Access Tab: System → Schedules
Field | Description |
Schedule Id | The Schedule ID can be up to 25 characters in length and should be unique within the system. If you enter a schedule Id that already exists in the system, the record will be pulled from the system and can be edited. Otherwise, a schedule record will be created. This will be the Id for this schedule, should be something that will be descriptive when scheduling reports. |
Description | Enter a description for this schedule here. Descriptions should be used to help your team when they are scheduling the reports. |
Duration | Enter a range for when the schedule should happen. Durations will have a start and end date. |
Frequency | Select how often this schedule will happen. Options are Daily, Weekly, Monthly, or Monthly relative. Your selection here will change the next field to give details about when to run this task. |
Daily Frequency | Select if the task should happen once or every so many hours when the schedule runs. |
The daily frequency is there so you can schedule a report to run every 2 hours for example. This can be used for sending customer updates on all active loads.