/visma-net-erp/getting-started/using-reports/create-a-report-template section You can save the report parameters you have specified as a template. 2026-02-19T17:09:06+01:00 # Create a report template You can save the report parameters you have specified as a template. You can save the report parameters you have specified as a template. By using this template, you can immediately populate the report window with your preferred parameters to run reports more quickly. ## Create a report template 1. Open a report window. 1. Specify the report parameters and run the report to check the report settings. 1. On the report toolbar, click **Parameters** to view the parameters on the report window. You can click **Parameters** to toggle between the report window and the report without losing the changes made on the report window. 1. To use this template as your default template for the current report (so that when you bring up this report window, the settings of the template are specified), select the **Default** check box. 1. To share this template with other users, select the **Shared** check box. You cannot select a shared template as the default. If you select the **Shared** check box, the **Default** check box becomes cleared and unavailable for editing. 1. Click **Save template**. 1. In the **Enter template name** dialog box, which opens, type the name of the new template. 1. Click **OK**. If you have saved the template as the default, when you open the report window, the template is already selected and the system automatically fills in the selections of the template. If you have not saved the template as the default, you can select it in the **Template** field and the system fills in the selections of the template. ## Remove a report template 1. Open a report window. 1. In the **Template** field, select the report template that you want to remove. 1. On the report window toolbar, click **Remove template**. After removing a template, it disappears from the **Template** field. ## Schedule a report processing 1. Open a report window. 1. In the **Template** field, select the report template that you want to schedule. 1. On the report window toolbar, click **Schedule template**. 1. In the **Select schedule name** dialog box, which opens, click **OK** to open the [Automation schedules overview](/visma-net-erp/help/automation/automation-windows/automation-schedules-sm205020/) (SM205020) window. 1. In the Automation schedules overview window, in the **Description** field, enter a description of the new schedule. 1. In the **Window ID** field, make sure the [Send reports](/visma-net-erp/help/automation/automation-windows/send-reports-sm205060/) (SM205060) window is specified. 1. On the **Details** tab, specify the additional settings of the schedule: 1. Optional: In the **Starts on** field of the **Details** tab, select the start date. By default, the schedule execution starts on the current business date. 1. Optional: If you need to specify an expiration date for the schedule, clear the **No expiration date** check box, and specify the expiration date in the **Expires on** field. 1. Do one of the following: + If you want to limit the number of executions, in the **Execution limit** field, specify the number of times the schedule should be executed. + If you do not need to limit the number of executions, select the **No execution limit** check box. 1. Optional: In the **Process with branch** field, select the branch under which the schedule should be processed. For example: If documents are created by this schedule, the system creates these documents and specifies the selected branch for each document. 1. Optional: Change the time zone in which the schedule will operate. 1. On the **Schedule** tab, configure the execution dates and time as follows: 1. Specify how often the schedule execution should be performed: + To execute the schedule daily or every **x** days, do the following: 1. In the **Schedule type** section, select **Daily**. 1. Optional: In the **Schedule details** section, in the **Next execution date** field, select the date when the schedule should be executed next. 1. In the **Every x day(s)** field, type the number of days between successive executions of the schedule. + To execute the schedule weekly or every **x** weeks, do the following: 1. In the **Schedule type** section, select **Weekly**. 1. Optional: In the **Schedule details** section, in the **Next execution date** field, select the date when the schedule should be executed next. 1. In the **Every x week(s)** field, type the number of weeks between successive executions of the schedule. 1. Select the appropriate check boxes for the day or days of the week on which the schedule should be executed. + To execute the schedule monthly or every **x** months, do the following: 1. In the **Schedule type** section, select **Monthly**. 1. Optional: In the **Schedule details** section, in the **Next execution date** field, select the date when the schedule should be executed next. 1. In the **Every x month(s)** field, type the number of months between successive executions of the schedule. 1. Select when the schedule should be executed: the day of the month, or the week in the month and the day of the week (such as the third Friday of the month). + To execute the schedule once per financial period or every **x** financial periods, perform the following steps: 1. In the **Schedule type** section, select **By financial period**. 1. Optional: In the **Schedule details** section, in the **Next execution date** field, select the date when the schedule should be executed next. 1. In the **Every x period(s)** field, type the number of financial periods between successive executions of the schedule. 1. Select the appropriate option button to indicate when the schedules should be executed: at the end of the period, at the start of the period, or on a fixed day of the period (which you should specify if you select this option button). 1. In the **Execution time** section, specify the particular time of the day to start and stop the processing as follows: 1. In the **Starts on** field, select the hour and minute when the first execution of the schedule should start. 1. If you want the processing to be stopped at specific time or you want the processing to be repeated multiple times a day, in the **Stops on** field, select the hour and minute when the first execution of the schedule should stop. 1. If execution of the schedule should be repeated multiple times a day, in the **Every** field, select the interval between successive executions of the schedule. 1. In the **Next execution time** field, make sure the next execution time is correct. 1. If you want the system to execute the schedule at exactly the time specified in the **Next execution time** field, select the **Exact time** check box. If the check box is cleared, the system may shift the next execution time of the schedule by multiple minutes. 1. Click  on the window toolbar to create the schedule. When you save a newly created schedule, the system gives it an identifier in accordance with the built-in numbering sequence intended for automation schedules. After you have added a schedule for the report processing, the system will send the report with the parameters specified in the template according to the schedule settings.