Scheduling Reports

Perform these steps to schedule reports and configure report delivery settings.

To schedule a report:

Click Reports.
On the Reports page:
1. Click the Reports tab.
2. Select a report, and then click the Schedule detail window.
In the Schedule detail window, click Add Schedule....
Note: You can also schedule a new report using an existing report schedule click Row Actions and then click Duplicate.
In the Add Schedule dialog box, click the Options tab.
On the Options tab:
1. In the Schedule Name field, enter a name that identifies the report schedule.
2. In the Template list, choose a template to apply to the report.
3. In the Output Format list, choose a file format for the delivery of the report.
4. Next to the Delivery Type field, click  Send Email and enter or select email addresses for the intended report recipients.
5. In the Notification section, choose to send yourself status notification of the report run.
In the Add Schedule dialog box, click the Parameters tab.
On the Parameters tab:
1. Specify values for the parameters in the Field Name column. You can enter values directly in the field or double-click in the field and click Select to open a selection dialog box.
  Notes:
  - When selecting project parameters, if you choose to add an EPS to the Selected Projects list, only the projects directly under the EPS are added. If additional EPS elements are under the parent EPS, these projects will not automatically be included in the report; however, you can select additional EPS elements and add them to the Selected Projects list.
  - To avoid system performance issues, be as specific as possible when entering values for reports. Narrow down your choices to include only what is absolutely necessary.
In the Add Schedule dialog box, click the Schedule tab.
On the Schedule tab:
1. Select a recurrence pattern from the Run list.
  Note: If a report is scheduled to run every Monday for 10 weeks and only 2 weeks have passed, the status for the scheduled report run remains Pending until all 10 instances of the report have run.
2. Complete the fields shown. The screen elements in this section are dynamically updated based on your selection in the Run list.
  For example, for Daily scheduled jobs, enter the Start Date, Finish Date, Run Time, and select one or more days for the report to run.
In the Add Schedule dialog box, click Add.

Tips

Report parameters to allow flexibility in reporting. For example, Jay in Accounting would like to run a report showing data derived from three active projects. Janice, VP of Strategic Development, wants the same report but is only concerned with one project. They each independently schedule the same report; however, they specify different values for the Project ID report parameter.

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