How to Automatically Email Reports within the Bison System

1. After you have a report created, navigate to the report within the Bison Portal

2. Once the report has been opened

a. Click on the Schedule button on the report toolbar

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3. On the first Dashboard Scheduler window

a. Click on the Create New Bookmark radio button
b. Click Next

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4. On the next window

a. Click on the Format drop down box to choose the file format you wish your report to arrive as in your email

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5. After you have chosen your format

a. Uncheck the Match Layout box

i. This will ensure that the report will arrive in the correct format

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6. Type the email addresses of the person you wish to receive the report

a. You can add multiple email addresses by inserting a semi-colon “;” between each address

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7. Choose to have your schedule email the report on a Daily, Weekly or Monthly basis by clicking on the appropriate radio button

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8. In the Start Time text box

a. Type the time of day you wish for your report to be emailed out

i. Be sure to include AM or PM at the end of the time

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9. Below the Start Time

a. Choose the frequency you wish your email schedule to occur

i. Please note that the available selections will differ depending on if you chose Daily, Weekly or Monthly

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10. After the Dashboard Scheduler has been filled out

a. Click Finish to apply the changes

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**Now you have created an email schedule of your report

11. You can always adjust the schedule settings by

a. Clicking on the Schedule Tab at the top of the Portal

b. Clicking the Edit button associated with your Schedule

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