Report Schedules

The Report Schedules page lists all the report schedule records. Users can filter the records on:

Feature Group - Administration, Country, EDC (if licensed), Enrollment, Finance, Home, IWRS (if licensed), Project, Sites
Project- List of active projects for the current user
Record Type - Active, Inactive, or All

In addition, users can Search for a word or string in the record. To remove all search options, click the Reset Filters button. To add a record, click Add New or edit a record, click , which opens the Notification Schedule module for Report Schedules.

Most columns can be sorted in ascending or descending order by clicking the column heading.

Click Common Buttons for a description of the buttons found throughout the system and their uses.

Field	Description
Report	This column displays the name of the report.
Recurrence	This column displays how often the notification will be made; either Every Time, Never, or Once per Day.
Format	This column displays whether the email will be sent in PDF or Excel format.
Filters	This column displays the selected factors from a Scheduled Report.
Roles	This column displays the roles of those who will receive the notification.
Domains	This column displays the domains that are included in the notification.
DISCONTINUATION
Read Only	A check in this column means that this notification will stop when the Project Status is set to Read Only.
Project Stage	This column displays the Project Stage (Planning, Startup, Study Conduct, Data Management, Analysis, Reporting, Regulatory, Complete) that will end the sending of this notification.