Example of Scheduling a Report
The example in this topic runs the By Sales Rep opportunity report in HTML format every Tuesday and Thursday at 10:15 a.m. for a two week period, starting on August 2-15, 2009.
To schedule the By Sales Rep Opportunity report
Navigate to the Opportunities screen, My Opportunities, and then the Opportunity list.
Run a query to filter the number of opportunity records.
For more information, see Caution About Running Reports with a Large Number of Records.
Click the Reports button in the application toolbar.
In the Run Report pane, set element values using information from the following table.
Element Value Report Name
By Sales Rep
Custom Name
My Opportunities Report
Output Type
PDF
Report Locale
English - United States
Expand the Schedule section, and then set the schedule using values from the following table.
Element Value Frequency
Run Daily/Weekly.
Run Time
Choose 23 in the Run Time list on the near side.
Choose 30 in the Run Time list on the far side.
Start Date
Set the day, month, and year.
End Date
Set the day, month, and year.
Days
Choose the day or days of the week when Siebel CRM must run this report. Siebel CRM displays each day as not chosen, by default. You must choose each day that you require Siebel CRM to run the report.
Public
Make this button active.
Save Data
Make this button inactive.
Save Output
Make this button active.
Click Submit.
Monitor the report status and view the report output.
For more information, see Monitoring Report Status and Viewing Report Output.