---
title: Scheduling an Automatic Report Job in EBIS 5 Pro (Detailed)
description: This video and guide will walk you through setting up an Automatic Report job, such that the reports will be sent to the recipients of choice per the scheduled job.
---

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# Scheduling an Automatic Report Job in EBIS 5 Pro (Detailed)

## This video and guide will walk you through setting up an Automatic Report job, such that the reports will be sent to the recipients of choice per the scheduled job.

<iframe width="100%" height="400px" frameborder="0" allowfullscreen src="https://dubble.so/guides/workflow-with-mrodemoebis5com-abroriagngnbxvsemwsf?embed=1" style="position: absolute; top: 0px; left: 0px; width: 100%; height: 100%; border: none;"></iframe>

### 1. Click on "Gear" icon on the top right hand corner to access "Config"

 

![](https://d3q7ie80jbiqey.cloudfront.net/media/image/zoom/4ad52609-30e6-4715-9ae2-ddae43d0adc0/2.5/91.044108072917/1.7410228509249?0)

### 2. Scroll down to the bottom of the side bar on the left

 

![](https://d3q7ie80jbiqey.cloudfront.net/media/image/zoom/537619b4-1fa7-436e-a9d5-1d7d6dc76daa/1.5/0/0?0)

### 3. Click on "Automatic Reports"

 

![](https://d3q7ie80jbiqey.cloudfront.net/media/image/zoom/8178eecd-ef3e-4abf-9b57-e2a67739a45f/2.5/5.0520833333333/81.627448313384?0)

### 4. To add a new job click on the "+" button

 

![](https://d3q7ie80jbiqey.cloudfront.net/media/image/zoom/d4c4de0e-7c15-4757-b2c1-2728eb0916a9/2.5/93.126627604167/15.560391730141?0)

### 5. Select the report of choice from the drop down menu

 

![](https://d3q7ie80jbiqey.cloudfront.net/media/image/zoom/5e72e39a-0763-4990-81a3-ac78c3a4bc71/2.5/45.546875/62.731229597388?0)

### 6. Enter the emails for the desired recipients

 

![](https://d3q7ie80jbiqey.cloudfront.net/media/image/zoom/ef1a3922-2a4d-47a9-9e79-8f1f43c32ed8/2.5/43.55813172043/51.308214764042?0)

### 7. Click on "Add and Goto"

 

![](https://d3q7ie80jbiqey.cloudfront.net/media/image/zoom/30040533-f2e3-498d-a352-1766484a3f86/2.5/71.811691448253/71.919222846708?0)

### 8. Change the "Email Subject," if desired

 

![](https://d3q7ie80jbiqey.cloudfront.net/media/image/zoom/4b1da923-b932-458d-a34d-3b845c7cf183/2.5/27.077468707997/54.080522306855?0)

### 9. Choose "Export File Type" from drop down

 

![](https://d3q7ie80jbiqey.cloudfront.net/media/image/zoom/2360b0a2-5b2d-4e67-bf7b-0713bcd4658a/2.5/47.103678385417/57.562568008705?0)

### 10. Choose desired "Run Time" and "Time Zone" for when the job should run

 

![](https://d3q7ie80jbiqey.cloudfront.net/media/image/zoom/644ceaee-40d7-4a12-a73a-944b3b8811fe/2.5/25.168102325932/65.832340211422?0)

### 11. Toggle the "Every Day" switch on, only if the report should run daily

 

![](https://d3q7ie80jbiqey.cloudfront.net/media/image/zoom/59fb9ded-8e98-4b76-a108-eb4fb0e10ebd/2.5/24.238759030578/70.68198923228?0)

### 12. If you want to run the report weekly, then select Day of the Week from drop down menu (the daily and monthly options will no longer apply).

 

![](https://d3q7ie80jbiqey.cloudfront.net/media/image/zoom/fadc22ca-5121-4664-a205-cada382f0176/2.5/30.176595052083/83.201849836779?0)

### 13. If you want the job to execute monthly, then type specific day of the month (the daily and weekly options will no longer apply).

 

![](https://d3q7ie80jbiqey.cloudfront.net/media/image/zoom/dc7d3eef-16a6-4411-adb8-c848ee849c25/2.5/23.568732148858/75.625680087051?0)

### 14. Certain reports require at least one filter, in which case the system will not allow you to save the job till this condition is met.

 

![](https://d3q7ie80jbiqey.cloudfront.net/media/image/zoom/5efc1b50-1b5e-4d1f-971c-635619568ce2/2.5/52.534946236559/50.77175041?0)

### 15. Choose a filter of choice from the drop down menu

 

![](https://d3q7ie80jbiqey.cloudfront.net/media/image/zoom/755c8c12-4629-4819-b727-02d2594c4f08/2.5/17.572428385417/87.948857453754?0)

### 16. Remember to select an option or enter the name/number of choice associated with the chose filter.

 

![](https://d3q7ie80jbiqey.cloudfront.net/media/image/zoom/8fab85c5-da07-4155-9a61-e9109a0ce4a9/2.5/29.759928385417/85.493743199129?0)

### 17. Repeat the same steps to add another filter

 

![](https://d3q7ie80jbiqey.cloudfront.net/media/image/zoom/2b910dec-007c-41f3-8f63-be5d1547612b/2.5/17.572428385417/79.889825897715?0)

### 18. To remove a filter, simply select the red "x" on the right of the filter

 

![](https://d3q7ie80jbiqey.cloudfront.net/media/image/zoom/de97e831-9b68-4621-afee-2974ac6ff222/2.5/97.708333333333/89.961915125136?0)

### 19. When ready, click "Save"

 

![](https://d3q7ie80jbiqey.cloudfront.net/media/image/zoom/f11112c5-209c-4e05-aa7b-bc4a4ddfdc6a/2.5/16.791178385417/22.08922742111?0)

### 20. Click on the back arrow "\<-" to return to the Automatic Reports page with the rest of the scheduled jobs.

 

![](https://d3q7ie80jbiqey.cloudfront.net/media/image/zoom/c4e36d39-1643-4ac8-8f4b-f76a3565250c/2.5/16.791178385417/15.560391730141?0)

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