COBBLESTONE SOFTWARE

Contract Insight — User Guide

5. Email Schedule

11. End Users: Ad-Hoc Reports/Searches › Ad-Hoc Report Wizard: Legacy Reports › 5. Email Schedule

Note: Each procedure in this guide begins at the Contract Insight homepage, so any section can be followed on its own. Custom fields are configurable, so the exact field list on a contract category record may vary between environments.

1. Overview

A list-built ad-hoc report can be put on the same kind of email schedule as a full report: enabling "Email this report on a schedule" auto-runs it and emails the result to everyone it's shared with, on the cadence configured.

2. Key Elements

• Not scheduled by default — "Enable to auto-run and email this report"
• Once enabled, delivery goes to the people and groups set on the Assigned To / Sharing step
• Saved with a Save schedule action, matching the full designer's Schedule section