Schedule Report Runs

Report owners can schedule automatic generation of user-defined reports. The report can be scheduled to run daily, weekly, monthly, quarterly, or yearly. Schedule report results will be saved and can be retrieved later, or can be optionally emailed.

Users with run permissions will be able to retrieve the generated reports. Report owners can schedule generation of the report.

To schedule report runs

Open the Edit Report window for the report and choose the Schedule tab.
Select the Enable Scheduled Report Runs check box.
Select the output format:
- PDF: The results will be saved in a PDF file, which can be read using Adobe Acrobat Reader.
- XML: The results will be saved in an XML file.
- CSV: The results will be saved in a CSV file, which can be read using Microsoft Excel or another application that uses CSV.
Specify the frequency with which the report will be run:
- Daily: Report will be run daily.
- Weekly: Specify the day on which the report will be generated.
- Monthly: Specify the date on which the report will be generated. If the scheduled date is past the last day of the month (for example, the 31st), the report will automatically be generated on the last day of that month.
- Quarterly: Generated at the end of each calendar quarter.
- Yearly: Report is generated at the end of the calendar year.
Specify the range of recurrence of the scheduled report:
- No end date: The report will be generated according to schedule indefinitely.
- End by: A date after which the scheduled report will not be generated.
Select Auto-email as attachment to report owner to have a copy of the report emailed as a PDF, XML, or CSV file attachment, based on your output format selection.
Or select Auto-email as attachment to users and groups to have a copy of the report emailed as a PDF, XML, or CSV file attachment, based on your output format selection. Click Select, specify the users and groups, and click OK. You can select this option and Auto-email as attachments to report owner at the same time.

Note: Be sure to specify Results from scheduled reports in your user preferences email management to receive the email and attachment.
Select the Saved Result Log check box to save the report in the system, where you can view it at your convenience.
Select the Document Manager check box to save the report in the Document Manager.
In the Save as field, the system shows the name of the report; however, you can enter another name for the report if you want.

In the Location field, click Select and choose the folder in the Document Manager in which the report should be saved. (You must have permissions to the folder.)
Click OK.

To schedule report runs

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