1. Reports Guide
  2. Setting the Schedule for a Report

Setting the Schedule for a Report

This topic describes how to set the schedule for a report.

To set the schedule for a report

  1. Click the Frequency list in the Schedule Section of the Run Report Pane.

  2. Choose a value using information from the following table.

    Value Description

    Run Immediately

    Siebel CRM runs the report immediately when you click Submit.

    Run Once

    Siebel CRM displays the Run Date element that allows you to specify the time, day, month, and year to run this report. You use the following elements to specify the time:

    • Hour. Choose the hour of the day when Siebel CRM must run the report.

    • Minute. Choose the minutes after the hour when Siebel CRM must run the report.

    For example, if you set Hour to 23, and Minute to 30, then Siebel CRM runs the report at 11:30 PM according to UTC (Coordinated Universal Time).

    If you click Submit, then Siebel CRM runs the report only one time according to the run date that you specify.

    Run Daily/Weekly

    Siebel CRM displays the following elements, and you can set a value for each of these elements. If you click Submit, then Siebel CRM runs the report according to the values that you specify:

    • Run Time. Specify the hour and minutes after the hour when Siebel CRM must run the report. For example, if you choose 23 in the Run Time list, and then 30 in the Run Time list, then Siebel CRM runs the report at 11:30 PM according to the time zone that the Oracle Publisher Server uses.

    • Start Date. Set the day, month, and year when Siebel CRM must run the first instance of this report. The Start Date and End Date use the date format that the user preference specifies.

    • End Date. Set the day, month, and year when Siebel CRM must run the last instance of this report.

    • Days. Choose the day or days of the week when Siebel CRM must run this report.

    • Public. If you make this button active, then all users can view this report.

    • Save Data. If you make this button active, then Siebel CRM saves the unformatted report data in an XML file.

    • Save Output. If you make this button active, then Siebel CRM saves the formatted report output, such as a PDF file, and you can view this output in the Scheduled Reports view.

    Run Monthly

    Siebel CRM displays the same elements that it displays for Run Daily/Weekly, except it does not display the Days element. It also displays the following elements. You can set a value for each of these elements. If you click Submit, then Siebel CRM runs the report according to the values that you specify:

    • Months. Choose the month or months when Siebel CRM must run this report.

    • Dates. Enter the day, days, or a date range when Siebel CRM must run this report. For example, you enter the following value in the Dates field, and if you choose March for the month, then Siebel CRM will run the report on the second, third, and fourth days of March:

      2-4

      You can also use a comma to chose nonconsecutive dates. For example, if you enter the following value in the Dates field, then Siebel CRM will run the report on the first, third, and fifth days of the month:

      1,3,5