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Report Writer: Schedule Delivery

Users with access to Report Writer can schedule reports to automatically run on a daily, weekly, or monthly basis. These reports will be delivered to your predetermined Secure File Transfer Protocol (SFTP) location. 

Important: This feature must be turned on for your company. If you are interested in using this feature, please contact Checkwriters Client Support at support@checkwriters.com. 

This SFTP server is hosted by your company, and we'll work together to connect it to Checkwriters.

 

Schedule a Report Delivery 

Navigate to Reporting (module) → Report Writer and select Grid Options.

A screenshot of the Report Writer Grid Options, highlighting the Schedule Delivery checkbox.

Select the Schedule Delivery checkbox to enable the Schedule Delivery column in Report Writer.

A screenshot of the Report Writer page, highlighting the "Schedule Delivery" button.
To set up a schedule for a delivery schedule for a specific report, select the Not Scheduled button for that report. This will open the Schedule Delivery aside.

A screenshot of the Report Writer Schedule Delivery aside.
Fill out the following fields to set the schedule parameters:

  • Output Type: Choose the file type you want your report to generate as. The default type is PDF.
  • Page Orientation: Choose whether your report will be displayed in Landscape or Portrait. 
  • Active: Select this checkbox to activate the schedule.
  • Delivery Location: Select where the report should be delivered. To set up your SFTP delivery location with Checkwriters, please contact Checkwriters Integrations Team at integrations@checkwriters.com.
  • File Path: Provide a valid file path to which your reports will be delivered.
  • Occurs: Select whether this report should be delivered Daily, Weekly, or Monthly.
    • If Daily, use the Include Saturday/Sunday checkbox to indicate whether the report should also be delivered on weekends.
    • If Weekly, use the Day of Week dropdown menu to select which day the report will be delivered.
    • If Monthly, use the Day of the Month textbox to enter which day of the month the report will be delivered, 1-31. If a month has fewer days than the number entered, the report will be delivered on the last day of the month. 
      • For example, if you enter "31", the report will always be delivered on the last day of the month. 

After completing all of the required fields, select Save.

Important: You must select the Active checkbox to complete the schedule.

A screenshot of the Report Writer page highlighting the "Scheduled" status.

Note: Reports will be delivered at 4:30 PM EST on the assigned day.