WEBVTT

00:00:02.866 --> 00:00:09.832
Welcome to this ACE Reports video,
Schedule and Email a Recurring Report.

00:00:09.833 --> 00:00:15.966
This video will demonstrate how to
Schedule and Email a Recurring Report.

00:00:15.966 --> 00:00:15.999
Schedule reports to run automatically at
specified time intervals, or run very

00:00:16.000 --> 00:00:22.933
Schedule reports to run automatically at
specified time intervals, or run very

00:00:22.933 --> 00:00:30.933
large reports as a background process to
avoid the report failing due to a time-out.

00:00:30.933 --> 00:00:34.733
Multiple users can schedule a
single report.

00:00:34.733 --> 00:00:40.633
This allows a single shared report to
retrieve the data sets at personalized

00:00:40.633 --> 00:00:45.233
intervals and with personalized filters.

00:00:45.233 --> 00:00:51.899
It is important to remember to account
for the nightly data update of ACE Reports.

00:00:51.900 --> 00:00:57.733
Schedule reports after 5:00 AM Eastern
Time to ensure the update process has

00:00:57.733 --> 00:01:02.733
completed and results are up to date.

00:01:02.733 --> 00:01:08.999
In an ACE Reports folder, navigate to
a saved ACE Report.

00:01:09.000 --> 00:01:16.400
In the report’s ellipsis drop-down menu,
select Schedule.

00:01:16.400 --> 00:01:24.100
If necessary, in the General tab, in the
Title* field, rename the report.

00:01:24.100 --> 00:01:29.566
In the Recurrence section, from the Run
Report: drop-down menu, select a

00:01:29.566 --> 00:01:31.632
recurrence option.

00:01:31.633 --> 00:01:38.333
Select Now to run the report immediately
in the background while you continue to work.

00:01:38.333 --> 00:01:44.999
Select Once to choose a date and time to
run a single instance of the report.

00:01:45.000 --> 00:01:51.433
Select Recurring to choose how often and
the dates and times to run the report

00:01:51.433 --> 00:01:54.966
based on parameters you select.

00:01:54.966 --> 00:02:03.266
In this example, we will select the
weekly recurring option.

00:02:03.266 --> 00:02:09.132
In the Report Features tab, set the
criteria of your report.

00:02:09.133 --> 00:02:14.566
Formats provide several options for the
delivery of the report.

00:02:14.566 --> 00:02:20.532
For more information on formats, view the
Saving and Exporting Reports video and

00:02:20.533 --> 00:02:23.699
quick reference card.

00:02:23.700 --> 00:02:29.233
If required, in Prompts, define
the prompt values.

00:02:29.233 --> 00:02:35.433
If necessary, in Delivery Rules,
edit the delivery rules.

00:02:35.433 --> 00:02:40.299
Select the Schedule button.

00:02:40.300 --> 00:02:46.066
The History pane displays, and the
Status will display in History.

00:02:46.066 --> 00:02:51.932
Before sharing a retrieved report, please
review the contents of the report to

00:02:51.933 --> 00:02:58.466
ensure the data pertains to the
intended recipient or recipients.

00:02:58.466 --> 00:03:03.932
If a report runs successfully, a Success
message will display.

00:03:03.933 --> 00:03:10.766
Select the ellipsis for additional
functional options, if required.

00:03:10.766 --> 00:03:16.399
Progress will also be noted in the
Instances folder of all reports that

00:03:16.400 --> 00:03:18.733
have been scheduled.

00:03:18.733 --> 00:03:25.433
Various statuses can also be selected
in the dropdown filter.

00:03:25.433 --> 00:03:33.699
To email a report: In the Schedule pane,
select the Add button under Destinations.

00:03:33.700 --> 00:03:40.733
In the Destinations pane, select the
Email option.

00:03:40.733 --> 00:03:45.299
Select the Confirm button.

00:03:45.300 --> 00:03:51.966
In Destinations, select Email in
Selected Delivery Destinations.

00:03:51.966 --> 00:03:59.299
In the Destinations page, if required,
in Delivery Details, select any criteria.

00:03:59.300 --> 00:04:03.400
Complete the email fields as necessary.

00:04:03.400 --> 00:04:11.566
IMPORTANT: Leave the From field blank.
It will automatically generate.

00:04:11.566 --> 00:04:15.099
Select the Confirm button.

00:04:15.100 --> 00:04:19.633
Select the Confirm button.

00:04:19.633 --> 00:04:20.666
Select the Confirm button.

00:04:20.666 --> 00:04:26.699
This concludes our demonstration of how
to Schedule and Email a Recurring Report.

00:04:26.700 --> 00:04:36.166
If you have any questions, email
ACETraining@cbp.dhs.gov.