5 Scheduling Reports

This chapter describes the process for scheduling a report to run.

Users with the Advanced Reporting User or Advanced Reporting Administrator authority profiles have the ability to schedule a report to run by selecting a report design and choosing its run frequency and recipients. Filtering may also be applied at the point of scheduling the report, to further refine the data contained within the report.

Reporting users may view existing report schedules they are associated with, and can edit those that they have created. Reporting administrators have full access to all report schedules.

KPIs are scheduled in a similar way to reports.

Note:

There are no system delivered report schedules.

To access the Report Schedules, select the Report Schedules option in the Reports navigation menu.

The list of report schedules is displayed, grouped by status. A single Default list view is provided, plus My Report Schedules (those the user has scheduled) and Associated Report Schedules (those the user is a recipient of.) For each schedule, the code, version, description, report type, and scheduled from/to dates are shown.

Figure 5-1 Report Schedules Page

To see the details for a specific schedule, double-click the row. A tab opens with the details. You can also select the View or Edit actions.