Reporting → Using 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:
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.
To view reports you have scheduled:
To remove scheduling information from a report:
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