How To:  Schedule Reports in CMS (Define and Save a Report Schedule)

Step 1 – Log in to CMS

1. Go to https://ofweb.stanford.edu
2. Enter your SUNet ID and Password
3. Click SU CMS USER to open CMS

Step 2 – From the Reports Screen, create a Report Schedule

1. Select Reports Tab
2. Click View Previously Run Reports button
3. Click Submit Request
4. Click Manage Schedule
5. Click Create
   

Step 3 – From the Schedule Request: Parameters screen, retain or modify the accounts (PTAs) and report parameters

1. Enter schedule name
2. Enter schedule description (optional)
3. Simple Schedule
   • Specify Start date/time
   • Specify end date/time
   • Apply increment interval for recurring schedule
4. Advanced Schedule
   • specify Months and Dates or Days of the month
5. Click Apply, then OK