Configuring Scheduled Reports

Procedure

1. Go to Reports → Settings.
   The Scheduled Report Settings screen appears.
2. Click the Settings link for one of the following report types:
   • Daily reports
   • Weekly reports
   • Monthly reports
   The report settings screen appears (example: Daily Report Settings).
3. Configure the report settings.
   For report options, see Generating Reports.

   Note When configuring monthly report settings, if you choose to generate the report on the 29th, 30th, or 31st day, IMSS will generate the report on the last day of the month for months with fewer days. For example, if you select 31, IMSS will generate the report on the 28th (or 29th) in February, and on the 30th in April, June, September, and November.

4. Click Save.
   The report status changes.
5. Specify the number for each type of report that you would like to retain.
6. Click Save.
7. Go to Reports → Scheduled Reports.
   The Archived Scheduled Reports screen appears.

   Note The report has not generated yet.

8. After the report generates, see Accessing Scheduled Reports for available report options.