4.4.1 Basic Scheduling from Toolbar
To easily schedule a report or dashboard for automatic generation and delivery, follow the steps below:

1. Press the 'Schedule' button on the toolbar. This opens the 'Schedule Dashboard' or 'Schedule Report' dialog box.
2. For a dashboard, select 'Create New Bookmark' and provide a name for the new bookmark, or select 'Use Current Bookmark'. (See Using Bookmarks for more information about bookmarks.)

Then press 'Next'.
3. In the 'Format' menu, select the format in which the report or dashboard should be delivered. (The available formats are different for reports and dashboards.)
4. In the 'Emails' field, enter a comma-separated list of email addresses to which the report or dashboard should be delivered.
5. Select a 'Daily', 'Weekly', or 'Monthly' option and enter the desired date specifications for when the report or dashboard should be generated.

6. Press 'Finish' to close the dialog box.
This creates a new scheduled task that will automatically generate and email the report or dashboard on the schedule that you specified. The automatically generated report or dashboard will use the same parameter values that you entered when you originally opened the report or dashboard.
To view your scheduled tasks or make modifications to a scheduled task, select the Schedule tab in the Portal. See Schedule Management for more information.
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