Reporting → Using Reports → Scheduling Reports

Scheduling Reports

You can schedule most reports to run at a particular day and time and have the results sent to the e-mail address specified in your user account and to other users, depending on your privileges. You can also schedule reports to run on a recurring basis.

The e-mail message includes a link to a report a PDF attachment that contains the report results. For the following report types, users can choose to send report data in a PDF or an Excel document:

Only the first 10 columns are included in PDF reports that return a list of items, such as those above. PDF results for list-type reports are limited to 200 items by default. Your administrator can change this setting, however.

To schedule a report:

  1. Use one of these options to open the Report Center:
    • In the navigation menu, click Report Center.
    • Click the Manage Views icon (image) located in the navigation menu, and then click the Reports menu header.
  2. Find the report you want to schedule. For guidance, refer to Searching for Reports.
  3. Hover over a report row, and then click the Schedule (image) icon.
  4. On the Schedule a Report dialog box, select Daily, Weekly, or Monthly to schedule recurring report generation, or select On Date to send the report once on a specific date.
  5. Specify the time the report should be generated, based on the time zone set in your user profile.
  6. Depending on the type of report, you may be able to choose to send a PDF or an Excel file.
  7. Depending on your privileges, you can enter all or part of a user name or group in the CC field to send the report to other users.
  8. Click Show Advanced Options to use the following options:
    • E-mail template

      Select an e-mail template to use for the scheduled report. The available templates are managed by your administrator. Administrators can create and edit scheduled report e-mail templates (including the default.htm/.txt templates which appear as sr_scheduled_reports.htm/.txt) in SBM Application Administrator.

    • Link type

      Select the link type that should appear in scheduled report e-mails. This controls which interface is used to view the results of the report (SBM User Workspace or Serena Work Center) when the user click the results link in the e-mail or in the PDF.

    • Deliver as

      Depending on the type of report, use this option to send the results in either an Excel file or a PDF.

    • Suppress e-mail if there are no report results

      Select this check box to suppress the scheduled report e-mail if the report does not contain any results. Only applies to listing reports.

  9. Save your changes.
Note the following additional information:
  • You cannot schedule Drill Through, Details, Calendar, and Application reports.
  • For Multi-View reports, a separate PDF or zip file is attached for each report.

Viewing Scheduled Reports

To view reports you have scheduled:

  1. Use one of these options to open the Report Center:
    • In the navigation menu, click Report Center.
    • Click the Manage Views icon (image) located in the navigation menu, and then click the Reports menu header.
  2. Select Scheduled Reports from the drop-down list. Your scheduled reports are listed in the right pane.

Removing Scheduled Reports

To remove scheduling information from a report:

  1. Select Scheduled Reports from the drop-down list. Your scheduled reports are listed in the right pane.
  2. Find the report.
  3. Click the Schedule (image) icon located under the report title.

    image

  4. On the Schedule a Report dialog box, click Remove.

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