Manage Workbook Email Schedules

Use the Schedules and History tabs to manage workbook email schedules. You can edit, delete, and manually run your workbook schedules as well as check the status of previously scheduled jobs.

To check the status of workbook email schedule jobs in more detail, see Monitor Workbook Email Schedule Jobs.

You can manage schedules for a workbook if you have the BI Service Administrator application role (or any role with the Schedule Workbooks permission), plus Read-Write access for that workbook. If you're not sure whether you have the required application roles, check with your administrator.

Considerations When Editing a Schedule

A workbook email schedule can be edited by the schedule’s creator or any user with the same access and edit permissions for the workbook. The visualizations shared with recipients are based on the data access configuration of the administrator user who edits and saves changes to the schedule.
When the visualizations in a workbook are edited once a workbook email schedule is created from the workbook, the saved changes to the workbook’s data visualizations are reflected in the scheduled emails based on the data access configuration of the administrator user who saved the schedule.
Bursting workbook email schedules with more than one recipient trigger jobs for each recipient in the schedule whether they are an individual user or part of an application role. Each recipient receives a customized version of a data visualization based on their data access configuration in Oracle Analytics.

On your home page, hover over a workbook, click Actions, and select Schedule.
In the Schedules tab, find the schedule you want to manage.
1. To edit a schedule, click it to open the Schedule dialog and make your modifications.
2. To run a schedule immediately, click Actions and select Run.
3. To delete a schedule, click Actions and select Delete.
Click Save.
To check the status of previously scheduled jobs, click the History tab.
Click Close.