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 sr_scheduled_reports.htm/.txt templates) in SBM Application Administrator.
Preview the scheduled report notification message. The preview contains text for successful reports and failed reports.
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 SBM 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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