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How To:  Schedule Reports in CMS (Define and Save a Report Schedule)

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  Step 1 – Log in to CMS

  Step 2 – From the Reports Screen, create a Report Schedule

  Step 3 – From the Schedule Request: Parameters screen, retain or modify the accounts (PTAs) and report parameters

 

What's Next?

  • Use this schedule by selecting the Saved schedule on Schedule Request screen

 

 

 

 

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