CAMMS Insights offers 3 ways of distributing reports and dashboards – click each one below for more information:

• Subscription

• Scheduled

• Instant delivery

A summary of the differences between these types is shown below:

The Schedule tab within the Report Designer and the Schedule button within the Dashboard page allows you to view scheduled deliveries as well as add, copy, and remove schedules.

• Summaries of existing schedules are listed together with delivery configurations.

• A New Schedule can be added using the Add Schedule button.

Open

Figure 2.1

To add a schedule, click the Add Schedule button.

1. Enter a name for this schedule.

2. In Schedule tab:

   1. Select Scheduling Type.

      1. Scheduled Alert: delivered only if report has data at scheduled time.

      2. Scheduled Reporting Item: delivered regardless whether it has data or not at scheduled time.

   2. Select desired time zone.

   3. Select a start date in the future.

   4. Enter the start time.

   5. Select a common recurrence period from the list, or select Custom Recurrence to define a different one.

Open

Figure 2.2

3. In Delivery tab, select:

a. ‘Email’ Delivery Type: send the report to the email address of selected users.

i. Select Delivery Method: email a Link, email an Attachment, or email with Embedded HTML body.

ii. Customize the default template if necessary.

b. 'File Location' Delivery Type: save the report as a file.

i. Delivery Method is Send to disk.

ii. Select the Export File Type: PDF, Word Doc, Excel or CSV.

4. Optionally re-select values for report filters.

5. Click OK to close the Add Schedule pop-up.

6. Click Save at the top to save the Report with its new Schedule.