Only users with the Reporting permission will be able to access this screen
There is an option to schedule Query Builder results for delivery via email. To begin, save a query in the Query Builder. From the left-hand navigation menu, navigate to Reporting, then Scheduler. Click on Add New to select the name of a saved query to add a new schedule, or choose edit an existing scheduler.
With scheduled reports, the system runs a query periodically and emails the results to individually added people or members of specific groups. Scheduled reports run under the permissions and access rights of the indicated report owner.
For security reasons, the report owner is set to the person creating or editing the scheduled report. Additionally, access is controlled by the following permissions:
Reporting: Grants access to schedule reports for the user only. Other recipients cannot be indicated.
Limited Report Scheduler: Grants the ability to modify the recipient list for the user's own scheduled reports.
Full Report Scheduler: Allows for viewing, editing, deleting, and taking ownership of other users' scheduled reports. Note that ownership must be taken before the recipient list can be edited.
When setting up a scheduled report, the frequency (e.g., weekly, bi-weekly, monthly) and email content can be customized. The report output is automatically added as an attachment. Recipients do not require system access, and their permissions do not affect receipt. This allows for sharing results with individuals who do not have access to run the report.
Note: Built-in reports can be scheduled. Those include the following:
Statement of Financial Position
Statement of Activities
Budget to Actual
Trial Balance
Transaction List
General Ledger
Expenses by Vendor Summary
Event Attendance
Group Attendance
Lapsed Attendance
Batch Summary
Contribution Range Report
Designation Detail Listing
Lapsed Donors
Facilities Daily Breakdown
Facilities Usage Summary
Missing Facility Requests
Combined Contributions
Connection Report
Envelope Numbers
Family Listing
People Directory
Person Notes