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Understanding Date Settings

Before creating a schedule there are several important factors to consider when selecting the schedule start and end dates.

  • The start date determines when the schedule becomes active. The start date combined with the frequency of the schedule may cause an unexpected result. For instance, if you create a weekly schedule to run a report every Monday, but the start date is a Wednesday, then no report will be created in that first week.
  • Activity Date filters will also affect the results of a scheduled report. For instance, if the schedule determines the report should run monthly, but the Activity filters are set to the "Previous 2 Weeks", then the report will not include data for the two missing weeks.
  • In order to generate current data each time the report is generated, make sure the Activity Date filters are set to one of the "Previous" options. If you select the From/To options and include both a start and end date, each time the report runs the results will be the same since the dates will not update.
  • The time zone for all schedules is the standard UTC time. If you select a different time zone in the template display options, the results generated from a schedule may not reflect the most recent activity.