How do I schedule a report to send to my email inbox at regular intervals? 

Beacon allows you to set up report jobs to send to your email at regular intervals. In July 2024 this feature replaced our previous Stock Report job, expanding the capability to: 

• Use any report in the Reports section of the system
• Select a wider range of time intervals
• Set up a larger number of report jobs

To set up a report email job: 

1. Navigate to the Reports section of Beacon
2. Select the reporting tab that you would like to schedule a send for. 
3. Click on the Kabob menu in the upper right of that report tab.
   1. Note: Make sure you select the kabob menu for the entire page and not the one on the report widget. To know you've selected the right menu, when you hover over it it will display the name "Dashboard Actions".
4. Next, select "Schedule Delivery" from the dropdown menu. 
5. Click "New" to schedule a new report send
6. Enter a Name for the job to be able to distinguish it from other report jobs
7. Select the recurrence for how often the job will send and at what time
8. Enter the Email address the job should send to
9. Select the desired file format you would like to receive.
10. Then click save and your report send will be scheduled.