Save and Retrieve Scheduled Report Results

Report owners can schedule user-defined reports to run automatically and save the results within Unifier as PDF, XML, or CSV files. If you have run permission for a report, you can view or print any saved results. Report owners can delete saved results from a scheduled report run.

You can save report results and query parameters on reports that you run manually (ad hoc). This option is available only when the report is being generated in PDF, XML, or CSV format. This is available at runtime for project-level, shell-level, program-level and company-level user defined reports.

Note: The default time zone for a report is set up when the report is designed. It can reflect the time zone of the person running the report, as defined in user preferences, or it can be fixed to a particular time zone, such as the project location or company headquarters. If the "user's time zone" option was selected in the set up of this report, the time zone reflected on the scheduled report results will be that of the report owner.

To save report results

Navigate to the project-level, shell-level, program-level, or company-level User-Defined Reports log.
Select a report from the log. The right pane displays results that have been saved from manual (ad hoc) report runs as well as scheduled report runs.
Click the gear menu and click Run to open the User-defined Report window.
In the Query and Format section, choose PDF, XML, or CSV.
In the Report Location section, select the Save results in Unifier checkbox. This saves a copy of the report results within Unifier.
Click Run Report to run the report. This may take a few moments.
When the report is generated, you will be prompted with a download window for the report, or it will be automatically downloaded to your system. The report will also be saved in the Saved Results tab in the right pane.

To save report results from scheduled report runs

Navigate to the project-level, shell-level, program-level, or company-level User-Defined Reports log.
Select a report from the log. The right pane displays results that have been saved from manual (ad hoc) report runs as well as scheduled report runs.
Click the Schedule tab in the right pane.
Select the Enable Scheduled Reports Run checkbox and select values for the Output Format, Frequency, and Range of Recurrence fields.
In the Saved Report Location info section, select the location in which you would like to save the reports that are generated according to the schedule.
If you select Saved Results log, the report results will appear in the Saved Results tab of the report record.

If you select Document Manager, the report results will appear in the Document Manager.
Click Save when finished.

To retrieve saved report results

Navigate to the project-level, shell-level, program-level, or company-level User-Defined Reports log.
Select a report from the log and select the Saved Results tab in the right pane.
Double click on a saved result to download the report results to your system.

To delete saved report results

Navigate to the project-level, shell-level, program-level, or company-level User-Defined Reports log.
Select a report from the log and select the Saved Results tab in the right pane.
Click the gear menu next to the result and click Delete.

To save report results

To save report results from scheduled report runs

To retrieve saved report results

To delete saved report results

See Also