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Scheduling Multiple Reports

Run separate reports for multiple accounts or departments, or copy and modify a report that you have already defined. 

This article applies to: CIT Online Bills

How to Create Multiple Scheduled Reports

  1. Access to billing information is available at CIT Services Bills & Reports.
  2. Select the Reports tab in the upper right-hand corner.
    Pinnacle reports tab
  3. Select the All Reports tab if it is not already highlighted, then click Search.
    Pinnacle search for reports
  4. Click the title of the report to view.
  5. Click Copy.
    Pinnacle copy a report
  6. Enter a name and description for the report. Select any other options you'd like, such as Notify by Email and Attach Output to Email, then click Ok.
    Pinnacle copied report properties
  7. Select the All Reports tab, then Parameters.
  8. Click Edit.
    Pinnacle report parameters
  9. Enter your parameter information.
    • If you always want the most current information, leave Billing Date set to Current Bill.
    • Enter a unique report name and description to identify reports in the Output tab.
    • Enter either the 7-digit account number or 3-digit department, not both. Entering both will cause the report to fail.
    • Building and Floor are optional parameters.
  10. Click Save.  
  11. Select the All Reports tab, then Schedules.
    Pinnacle report scheduling
  12. Click Create.
  13. Fill out the Schedule Profile parameters. Any field marked with * is a required field.
    • Scheduled Start: Select the Calendar icon to set the date for the report then adjust the start time if necessary. Time is entered in military format, such as 13:00 for 1:00pm.
    • Notify by Email and Attach Output to Email: Select both options to email the report as an attachment. Enter email addresses in full for all recipients.
  14. Click Save.
  15. Select the All Reports tab to view your scheduled report. Click the report title or the plus (+) sign next to the report to view the schedule(s) and parameter(s) that correspond to each particular report publication.
  16. Repeat these steps for each additional account or department for which you'd like to schedule a report.

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