Scheduling a Query to Run Automatically

Schedule a query to run automatically at a specified interval. Staff can indicate an email address to which the results of the scheduled query can be sent.

1. Run the query for which a schedule is to be created.
   Keep in mind that the scheduled query will "remember" data input in the query search fields and will return results based on those filter criteria every time the scheduled query is run.
2. In the Actions drop-down, select Email Query Results. The Email Query Results window will appear.

3. Specify the recipient(s) of the query results using the Email To field. The system will automatically enter the email address of the person scheduling the query, but this can be modified. If listing more than one email address, separate addresses with a comma. The specified recipient(s) will receive the automatically generated query results.
4. Indicate whether or not you'd like the attachment to come as a zipped file.
5. Specify when the query should run—the query can be set to run now (immediately), later (once at a later date and time), or at specified intervals.
6. Click the Schedule Process button.