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Scheduling Reports

Use this task to schedule reports and configure report delivery settings.

To schedule a report:

  1. Click "" Reports.
  2. On the Reports page:
    1. Click View and select Reports.
  3. Select a report, and then click the Schedule detail window., click "" Add (Insert).

    Note: You can also schedule a new report using an existing report schedule. To do this, click "" Replicate Schedule instead of "" Add (Insert), and then continue to follow the steps below.

  4. In the Report Settings dialog box, click the Options tab.
  5. On the Options tab:
    1. In the Schedule Name field, enter a name that identifies the report schedule.
    2. In the Template list, choose a template to apply to the report.
    3. In the Format list, choose a file format for the delivery of the report.
    4. Next to the Delivery Type field, click "" and enter or select e-mail addresses for the intended report recipients.
    5. In the Notification section, choose to send yourself status notification of the report run.
    6. In the Report Parameters section, enter or choose values for the parameters specified in the Field Name column.

Caution: To avoid system performance issues, be as specific as possible when entering values for reports. Narrow down your choices to include only what is absolutely necessary.

  1. In the Report Settings dialog box, click the Schedule tab.
  2. On the Schedule tab:
    1. Select a recurrence pattern from the Run list.
    2. In the Schedule Options section, complete the fields shown. The screen elements in this section are dynamically updated based on your selection in the Run list.

      For example, for Daily scheduled jobs, enter the Start Date, Finish Date, Run Time, and select one or more days for the report to run.

  3. In the Report Settings dialog box, click Save.

Related Topics

About Reports

Working with Reports

Running Reports On-Demand

Exporting a List of Reports

Viewing the Report Run History

Reports Page


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