Schedule a BI Report
Let's schedule a Business Intelligence report or dashboard.
- From the menu, click BI.
- From the Reports list, either open the Custom Reports or ManagerPlus.
- Navigate to the dashboard or report you want to schedule.
- Click the menu
icon. - Select the Schedule Report item.
The report opens in the (A) Schedule Report tab and there is a wizard to take you through the steps.
Recurrence
Complete the following:
| Field | Description |
|---|---|
| Schedule Name | Enter the name of the schedule. |
| Export Type | From the drop-down select either PDF, RTF, or CSV. |
| Password (optional) | When PDF is selected, then you have the option to set a password to protect the content. |
| Execute Immediately | If you don't want to set up a recurrence, then you can check the Execute Immediately check box. |
| Scheduled Time | Enter or select the time, and if you need this to repeat, then repetition. |
| Recurrence Pattern | Select the recurrence pattern. |
| Range of Recurrence | Select the start and then end date or you can choose no end date. |
When ready, click the Next button.
Filters
You can drag and drop the fitler (A) on to the Filter By area and then complete (B) the equation. As you build your filter, it displays in the (C) Summary area.
When ready, click the Next button.
Recipients
Now you can enter the recipient's email addresses, and then enter the Subject and Body of the email.
If you want to test the email, click the Test Email button and the Send Test Email dialog displays.
Enter in email address and click the Send button. The message "Test created and will run immediately" displays, click the Close button.
When you have completed the email, click the Finish button and the message "Report has been scheduled" displays, click the Dismiss button to close the message.