Scheduling a Report

Before you begin

To use this feature, you must have System Administrator permissions or Manage Profiles permissions.

See Roles and Permissions. You also need to set up an outbound e-mail integration.

About this task

Use this procedure to schedule a CSV or PDF export of your report to internal and external users.

Procedure

  1. From the main menu, select Operational Intelligence.
  2. From the Report list, select the report whose data you are sharing.
  3. From the Report list, select More.
  4. Select Share Report. The Share [report_name] window opens.
    Share report menu option
  5. Select Add Scheduled Report. The scheduling details window opens.
    Scheduling details window
  6. Complete the following information:

    Frequency

    		 Choose how often to create the report:
    • Once—Select the Time of Day and the Start Date. The report generates once and does not repeat.
    • Weekly—Select the Weekday to generate the report. Reports export at midnight UTC (GMT-0).
    Export As Select the output format as CSV, PDF, or both.
    Send From Select the sender's email address.
    Send To Give the recipient's email address.
    Email Subject Give a brief description of the email's purpose.
    Email Body Optionally, give the text to appear in the body of the email.
  7. Select Save.

Results

You have scheduled your report according to your choices.
Note: To check the status of a scheduled report, return to the Share Report menu option to see the list of scheduled reports. Examine details such as the Last Run date.