Any report that you can view on the Reports Page based on your level of access can be scheduled to run automatically at a designated cadence. In Titan Cloud, these are called Scheduled Reports. 

This resource demonstrates how to add new scheduled reports, and how to view and edit existing scheduled reports.

Open the Report Scheduler

Click the nine dots in the top left corner to open the global menu. To open the Reports page, select Reports.

There are two options to open the report scheduler from the Reports page. 

1. Click the Schedule button at the top right of the screen
2. Click the three dots next to a report and select the Schedule shortcut

Add New or Edit Scheduled Report

To edit an existing scheduled report, click the pencil edit icon. 

To create a new scheduled report, click Add New. 

Tip: Don't want to create a new schedule from scratch? Click the pencil edit icon to open an existing scheduled report. At the bottom of the scheduler, click Copy. This will open a new scheduled report with the same details and parameters for you to tweak and save.

 

Complete the requested information to configure the scheduled report.

Basic Details

Report Parameters

The Report Parameters section allows you to specify the scope of the report, and is specific to the report type you've selected.

Tip 1: A selection of a specific option in any given category will take precedence over an “All” selection in another category.

For example, in the image below, “Company Owned" is selected for Facility Group and “All” is selected for Facility Status. When this report is run, it will apply to facilities of any status within the “Company Owned” Facility Group. 

 

Tip 2: The Start Date and End Date in the Report Parameters section determine the date range for the report. While you do have the option to set a specific date, we recommend using the dropdown menu to select an value like “Tomorrow,” “Yesterday,” “X Weeks Ago,” “First Day of Current Fiscal Quarter,” or “Last Day of Previous Calendar Month.”

 

Report Destination

You may deliver the report to one of the following destinations: Email, FTP, or the Global E-File Cabinet.

Email

If Email is selected, designate up to 45 email addresses that will receive the email. If more than 45 recipients are needed, we recommend creating a distribution list in your email server for this purpose.

The Email Subject, Email Message, and Attachment File Name may include pre-set inserts for system values. Click the “i” info icon to view and copy these options. 

FTP

If FTP (File Transfer Protocol) has been configured for your Titan Cloud account, you can choose to use this method for delivering scheduled reports. If selected, you will need to provide the FTP Type, Server, Port, User Name, Password, and Server Folder Location. 

If you are unsure whether this option is available to you, or if you do not have the information available, please reach out to your Customer Success Manager for assistance. 

Save to Global E-File Cabinet

Selecting this option will automatically save completed reports to your account's Global Electronic File Cabinet (E-Files). 

Select an E-File Configuration Profile to set the Description, File Application, Tags, and other details to determine how the file is saved in your E-Files. 

Save Scheduled Report

To finish scheduling the report, set an Attachment File Name, and select a Scheduled Time and Type of Schedule. Remember, the Scheduled Time is based on the Time Zone selected in the Basic Details.

Tip: When setting the Attachment File Name, hover over the “i” info icon to see pre-set system values that may be used.

 

When saving the scheduled report, you can create the schedule or save changes with or without running the report immediately. 

Save & Run: Save all changes to the scheduled report and run the report immediately. 

Add New / Update: Save all changes to the scheduled report, but do not run the report until the next designated date/time.