1. Open the Scheduling tool, as described earlier in this section.
2. In the Description field at the top of the tool, type a name for the schedule. This is a required field.
3. Make the following selections in the Frequency tab.
   1. From the Run Interval drop-down list, select the time interval that the schedule will use to run the report.

      You can set the interval to run the schedule once, or every specified minutes, hours, days, weeks, months, years, or according to a custom interval.

   2. From the Start Schedule options, select the date (from the drop‑down calendar) and time you want the schedule to begin running.

      Note: To change the time setting, select either the hour or minutes and use the arrows to increase or decrease the value.

   3. If applicable to the Run Interval selection, from the End Schedule options, select the date and time you want the schedule to stop running.
   4. If applicable to the Run Interval selection, from the Every option, use the up and down arrows to set the number of times you want the schedule to run for the selected interval, for example, three times each month.
   5. Select the remaining options associated with the chosen run interval.
4. In the Task tab, the Task Type, Task Name, Report, WF Reporting Server, and Execution Id options are populated according to the report you selected to schedule. In this tab, you can add additional tasks, pre-processing and post-processing procedures, and parameters.
5. In the Distribution tab, select the method to distribute the report from the Distribute report by drop-down list. The distribution methods are:
   • E-mail
   • FTP
   • SFTP
   • Printer
   • Managed Reporting
   • Report Library
6. Select the appropriate distribution options.
7. In the Notification tab, select whether or not you want to send a notification when the schedule runs and under what conditions to send it. The notification options are:
   • Never.
   • Always. Send a notification each time the schedule runs.
   • On Error. Only send a notification when there is an error running the schedule.
8. In the Advanced tab, select the following options:
   • Priority Level for the Job. Use the drop-down list to select the priority for running the job, with 1 being the highest priority and 5 the lowest priority. The default priority level is 3.

     The ReportCaster Distribution Server queue sorts scheduled jobs by priority and then by time. If multiple jobs share the same priority and time, ReportCaster arbitrarily schedules the jobs.

   • Enabled (Scheduled job runs at specified time). Select this option to activate the schedule to run.
   • Delete this schedule if it is not scheduled to run again. This option is useful for test purposes.
9. To save the schedule, click Save in the Scheduling tool toolbar.

For your convenience, you can copy the entire contents of one tab, for example, the Distribution tab, to the corresponding tab in another schedule.