Scheduling and Saving Custom Reports

You can configure schedules and formats for published Custom Reports. You can also use the Document Manager Folder picker to specify where published reports are saved. You can add this information to shells and grant specific users or groups permission to view available reports or add reports.

If users have the required permissions, they can run and deliver reports automatically on a schedule they define.

For more information on settings schedules and specifying locations in the Document Manager for storing files, see Adding or Updating the Custom Reports Schedule in Projects/Shells and Project/Shell Templates and Updating the Custom Reports Schedules in Projects/Shells and Project/Shell Templates.