Scheduling a Report Within Advanced Reporting

Open a Report and Select Schedule Report

From the Advanced Reports home screen, find the report you'd like to schedule. Click the 3 lines next to the report you’d like to set the schedule for.

Step 1: Set Recurrence

Define how often the report will be sent:

• Export Type: Choose PDF or Excel.

• Password (Optional): Secure emailed reports with a password.

• Recurrence Pattern: Choose Once, Daily, Weekly, Monthly, or Yearly.

• Schedule Time: Choose time of day for report delivery.

• Start/End Dates: Define the active date range.

Password Protection

If a password is set, the recipient must enter it to open the file. This is ideal for sensitive financial data.

Step 2: Set Report Parameters

Populate any required parameters used in the report. These might be date ranges, period types, etc.

Step 3: Apply Filters (Optional)

Narrow the results by applying filters. For example, you can filter by allocation type or

distribution date.

Step 4: Define Recipients and Email Body

• Add recipients to To/CC/BCC fields.

• Set a subject line and custom message body.

• You may also define a reply-to address and a fallback email for failed deliveries.

Report Permissions and Security

• Scheduled reports honor user-level permissions. For example, if a user doesn't have

access to billing rates, the scheduled report they send will also omit that data.

• Passwords can be optionally applied to protect PDF or Excel exports.

Notes and Limitations

• Batch Reporting is disabled.

• “Repeat Every...” option is disabled. Instead, use structured recurrence like Daily or

Monthly.

• All scheduled events are logged for auditing, including which user enabled or disabled

scheduling.

Example Output in Email

Once delivered, recipients receive an email from exagonotifications@centerbase.com with

the attached report and your customized message.