Schedule Financial Reporting Reports

To run your Financial Reporting reports on a regular basis, create a batch in the Enterprise Performance Management (EPM) workspace and then set up a schedule to run the batch.

Here’s a summary of the steps for scheduling Financial Reporting reports.

1. Go to the Financial Reporting Center and select Open Workspace for Financial Reports from the Tasks panel tab.
2. On the Navigate menu, click Applications > BI Catalog.
3. On the File menu, click New > Batch.
4. Create a batch with your Financial Reporting reports.
5. In the Navigate menu, click Schedule > Batch Scheduler.
6. On the File menu. click New Scheduled Batch.
7. In the Schedule Batch window, enter a name and description.
8. Select the batch you created and proceed through the windows to specify the schedule details.
   Note: In the Scheduled Batch Point of View region, you can select the parameters for your scheduled report.
9. Click Finish.