Scheduling Reports

This topic describes how to schedule a report. Note the following:

• You can schedule a report in Siebel Open UI. You can also schedule a report that includes parameters. For more information, see Using Report Parameters to Filter Reports.

• You can schedule a report only in a connected client. For more information, see How Siebel Runs Reports in Connected Clients.

To schedule a report

1. Log in to the client, and then navigate to a view where you must schedule a report.

2. Click the Reports button in the application toolbar.

3. In the Run Report pane, choose a report in the Report Name list.

4. Expand the Schedule section.

   Some reports might not include a schedule. If the Run Report pane does not display the Schedule section, then you must choose another report in the Report Name list. If a report does not include a schedule, then you can configure Siebel CRM to add one. For more information, see Customizing Siebel Reports.

5. Set the schedule.

   The elements that Siebel CRM displays in the Schedule section depends on the report that you choose in Step 3. The report template that Siebel CRM uses for this report determines the elements that it displays. For more information, see Setting the Schedule for a Report.

   If you cannot access a report, then ask your administrator to assign the XMLP_SCHEDULER responsibility to you. For information, see How Siebel Controls Access to Reports.

6. (Optional) Enter a custom name.

   For information, see Entering a Custom Name.

7. Click Submit.

   Siebel CRM displays a message that indicates that it scheduled the report. This message includes a job ID.

8. Monitor the report status.

   For more information, see Monitoring Report Status.

9. View the report output.

   For more information, see Viewing Report Output.