COBBLESTONE SOFTWARE

Contract Insight — User Guide

7. Email Schedule

11. End Users: Ad-Hoc Reports/Searches › Ad-Hoc Report Wizard › 7. 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

The full report designer's Schedule section is a single toggle — "Email this report on a schedule" — that, once turned on, auto-runs the report and emails it to everyone listed in Sharing; left off, the report stays available to run manually but sends nothing automatically.

2. Key Elements

• Insights → Reports → Add report → Schedule: "Not scheduled. Enable to auto-run and email this report."
• Schedule delivery reuses the Sharing section's list of employees, roles and security groups — no separate recipient list
• Save schedule commits the change; the report list's "Emailer Active" column reflects whether a report has scheduling turned on