---
title: "Scheduling a Report"
canonical: "https://docs.rubiconwater.com/space/RptNC/1987511013/Scheduling%20a%20Report"
format: markdown
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> Macro (toc)

# Schedule a Report

**Step 1**

In the main menu, find the report that you want to schedule and double-click the report icon to open the report properties screen.

**Step 2**

Specify any schedule parameters.

**Step 3**

Choose the format that you want to **Generate As**.

**Step 4**

Choose an option in the **Generate As** field. The following options are available:

- PDF
- CSV
- HTML
- Excel from template. See [https://rubiconwater.atlassian.net/wiki/spaces/RptNC/pages/1979875352](https://rubiconwater.atlassian.net/wiki/spaces/RptNC/pages/1979875352) for more information about this option.

**Step 5**

Select **Publish Report**.

**Step 6**

Choose a report **Destination**:

- Choose *Email* to have a copy of the report delivered by email. You can specify a **Party** to receive the report. By default, the report will be emailed to you.
- Choose *Email on content* to receive a copy of the report only if it has some content.
- Choose *Email on error* to receive an email if the report fails for some reason.
- Choose *Copy* and specify a **File path** to save a copy of the report. Note that the file path is for the server on which the report will run, not your local machine. You can only save to file locations that are accessible from the report server. To save to your local machine, you can preview the report instead. See [https://rubiconwater.atlassian.net/wiki/spaces/RptNC/pages/1987511139](https://rubiconwater.atlassian.net/wiki/spaces/RptNC/pages/1987511139) for details.
- Choose *Print* to print the report and select a **Printer** from the list.

**Step 7**

Click **Schedule** to open the schedule screen.

**Step 8**

Enter the **Start Date and Time** when the report should first run. If you want the report to run more than once, select the **Recurring checkbox **and enter the** Recurrance interval.**

**Step 9**

If you want to change the date parameters each time the report is run, select the **Increment Date Parameters each run** checkbox. The date parameters will be incremented by the recurrence interval.

> ℹ️ **Example**
> ℹ️ 
> ℹ️ You might increment the date parameters if you run a weekly task to report on activities for the previous week.

**Step 10**

Click **Save** to save your changes and submit the report to the scheduler.

# Changing Report Scheduling

Use the Scheduled Reports and Tasks module to change the scheduling settings for a report or task.

**To change the schedule for a report or task:**

1. In the Scheduled Reports and Tasks module, select the report or task you want to reschedule.
2. On the Schedule tab, click **Edit** to make the schedule settings editable.
3. Change the schedule settings as required.
4. Click **Save** to save your changes.

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