Using Reports → Using Reports → Scheduling Reports
The Scheduled Reports tab under your User Profile allows you to schedule reports to run at a particular day and time and have the results e-mailed to you. You can easily schedule reports to execute and send to the e-mail address specified in your user account on a recurring basis by simply selecting a report to run, the frequency it should run, and the exact time it should be executed.
The scheduled report runs at the selected time and then the results are e-mailed. This means there might be a delay between the time the report is run and when the e-mail is received.
The e-mail message includes a PDF attachment that contains the report results. For the following report types, users can choose to send report data in a PDF or a zipped 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 create a new scheduled report:
|Daily||Select a time value to have the results e-mailed to you at the same time every day.|
|Weekly||Select the days of the week and the time each day to have the results e-mailed to you at the same time each day, each week.|
|Monthly||Select one or more days of the month and
the time each day to have results e-mailed to you on the same days, at the same
time, each month.
Note: To accommodate every month of the year, you can schedule monthly reports to be generated and e-mailed on any day between the first day of the month and the 28th day of the month or the last day of the month.
|On Date||Select a single day and time to have the results e-mailed to you only once.|
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.
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.
Depending on the type of report, use this option to send the results in either an Excel file or a PDF.
Select this check box to suppress the scheduled report e-mail if the report does not contain any results. Only applies to listing reports.
The Scheduled Reports tab displays a list of reports that you have scheduled to run at a particular time. You can delete current items in the list by clicking Delete or you can modify them selecting the report and changing the existing schedule parameters.
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