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Eptura Knowledge Center

Schedule a Business Intelligence Report

Scheduling a Business Intelligence Report is a simple process. 

  1. From the menu, click BI.
  2. Click the Browse Reports icon in the top left corner of the page and select the report that you would like to schedule.
  3. Select the menu icon, followed by the option Schedule Report.
  4. Fill in the necessary information on the Recurrence screen, including Schedule Name, Export Type, whether to execute immediately, and the scheduled time and frequency.  Then, click Next.
  5. Select the filters that you want to add to the report, then click Next.
  6. The last step is to enter an email address for whom the report is to be sent.  
  7. After completing the recipient and the email, click Finish.

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