Automatically email a published report from Reporting Services

To automatically email a published report:

1. Create a report using SimplyReports, save it and publish it. See Publish saved reports to the Polaris Shortcut Bar.

Note: You can publish only list or count reports that are saved in Excel or Text format.

2. Open the Report Manager web page on the Reporting Services server.
3. Click the yellow drop-down arrow next to the report you want to email.
4. Click Subscribe on the drop-down menu. The Report Delivery Options page appears.
5. If it is not already selected, select E-Mail in the Delivered by box.
6. Type the e-mail address of the person to receive the automatic e-mails in the To box.

Note: To enter more than one e-mail address, separate the addresses with semicolons.

7. Type your address in the Reply-To box.
8. Select the Include Report check box and leave the Include Link check box blank.
9. Select the format for the e-mailed report in the Render Format box (for example, Excel).
10. Click . The Schedule details page appears.
11. Select one of the following options for running and sending the report:

• Hour - Run and send the report every day at a certain time interval, for example every 2 hours starting at 10:00 a.m. Type numbers in the Hour and Minutes boxes, specify the time to start the report in the Start time boxes, and select A.M. or P.M. The report will be e-mailed every day on the schedule you specified.
• Day - Run and send the report on certain days of the week or on every weekday, or repeat the report after a certain number of days. To run and e-mail the report on specific days of the week, select On the following days, and select the day or days of the week. Select Every weekday to run and e-mail the report every weekday. Select Repeat after this number of days and type the number of days if you want to run and e-mail the report and then repeat it a certain number of days later. For each option, specify what time of day you want the report to be run by typing the hour and minutes in the Start time box, and selecting A.M. or P. M.
• Week - Run and send the report on a weekly schedule. Select the number of weeks before you want the report to be sent again in the Repeat after this number of weeks box. Select the day or days of week on which you want to run the report. Specify what time of day you want the report to be run by typing the hour and minutes in the Start time box, and selecting A.M. or P. M..
• Month - Run and send the report monthly. Select the months in which you want the report run, and select the week of month and the day of week. Or select On calendar day(s) and type a number or a number span in the box to indicate the days of the month on which you want the report run. For example, if you type 1, 3-5 the report will be run on days 1, 3, 4, and 5 of each month. In the Start time boxes, type numbers to indicate the hour and minutes, and select A.M. or P. M.. The report will be run at the time you set on the days of the week or calendar days you specified.
• Once - Run and send the report once.

12. Select the date from the calendar in the Begin running this schedule on box.
13. Select the date from the calendar in the Stop running this schedule on box.

Note: The end date is optional. If you do not specify an end date, the schedule keeps running.