Schedule Reports

This page is accessed via:

• Order Management > Reports
• Shipment Management > Reports
• Contract and Rate Management > Reports
• Business Process Automation > Reporting > Report Manager
• Operational Planning > Reports
• Financials > Reports > Payment Invoice Reports
• Financials > Reports > Billing Reports
• Sourcing > Reports

Then choose to schedule a report either online or offline. Doing so causes the report to be generated immediately.

Whenever you generate a report, a significant amount of data is queried and then retrieved from the database. This process can sometimes have an adverse impact on database performance. One way to make sure performance is not degraded is to schedule reports to run in batch mode. In this way, you can schedule high-end processing reports to run during times when transactional processing is relatively low.

Scheduling reports increases your reporting efficiency. For example, you can schedule that report to run automatically for a frequency of 30 days.

To view the current scheduled report job requests and the completed report jobs go to Business Process Automation > Reporting > View Scheduled Jobs or View Completed Jobs. The View Scheduled jobs page shows the list of reports that are scheduled. You can select any one of the schedules and click Finished. A new screen opens where you can change the schedule. Additionally there is a Delete button if you want to delete the report schedule. Completed jobs screen shows the list of schedule report requests which are completed.

Scheduling a Report:

1. If you are running cluster scalability, select the cluster on which you want to run the report.

Parameters

Parameters are filters used to limit the range or type of data included in a report or form (for example, a date range). The available parameters vary from report to report.

Note: When entering dates in the From and To fields, select the date from calendar. Using the calendar tool ensures that the date format is the same as the selected user preference date format.

Note: When entering a numeric value, only the equal sign (=) operator works; greater than and less than do not.

Email Addresses

1. Enter Email Addresses for all persons who should receive the report.
2. Click Save for each email address you enter.

Printers

1. Enter a Printer.
2. Enter the Number of Copies.
3. Enter the Page Ranges.
4. Click Save for each printer you define.

Delivery/Format

1. Select a Report Format.

   Note: For reports with a report format of Excel which contain large amounts of data, you may see issues with incorrect column formatting. This issue usually occurs at approximately row 11,290.

2. Select Now if you want to run the report immediately.
   OR
   Select Schedule if you want to run the report at a later time.
3. If you selected the Schedule option button, specify in the At field when you want the report to run.
   OR
   If you want to run this report on a recurring basis, enter the frequency of running the report in the Every field.
4. Click Schedule to finish scheduling the report.
5. Click OK when "The job has been successfully scheduled." page displays.