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 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.
To view reports you have scheduled:
To remove scheduling information from a report:
Copyright © 2013–2018 Serena Software, Inc., a Micro Focus company. All rights reserved.