You can schedule the report to run at regular intervals. For example, it can run after business hours every day and be sent to you for the beginning of the next business day.
To schedule saved reports run on a regular basis, perform the following:
1.Open Business Intelligence and Reports from the Desktop.
2.Select the Saved Reports tab.
The Saved Reports|Reports page appears.
3.Search for and select the saved report that you want to run.
The Saved Reports|Parameters page appears.
4.Enter the criteria with which you want to run the report.
5.Expand the Schedule Saved Report section.
6.Select an output type from the 'Target' dropdown:
Email
Email the report/extract to multiple recipients in multiple formats at once.
a.Email Address: Enter the email address of the recipient.
b.Email Subject / Email Message: Enter a subject and message, respectively.
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Information
When emailing an HTML report links and images will not function.
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c.Format: Select the appropriate format for the report/extract (AVDOC, CSV, HTML).
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Save the report/extract to a specified server.
a.Before you can use this option, you need to set up a target destination.
b.Target Name: Select where you want to send the report/extract.
c.Target File Name: Enter the name that you want the report/extract to be saved as.
You can also add the following to the file name:
•%d: The date will be added to the file name in the YYYYMMDD format.
•%t: The time will be added to the file in the HHMMSS format.
d.Format: Select the appropriate format for the report/extract (AVDOC, CSV, HTML).
After you save the report/extract, the field will display  instead, allowing you to verify the URL
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Print the report/extract to a local or network printer.
a.Printer: Select a printer.
b.Format: Select the appropriate format for the report/extract (AVDOC, CSV, HTML).
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Save the report/extract to an FTP site with secured/encrypted delivery (SFTP).
a.Before you can use this option, you need to set up a target destination.
b.Target Name: Select where you want to send the report/extract.
c.Target File Name: Enter the name that you want the report/extract to be saved as.
You can also add the following to the file name:
•%d: The date will be added to the file name in the YYYYMMDD format.
•%t: The time will be added to the file in the HHMMSS format.
a.Format: Select the appropriate format for the report/extract (AVDOC, CSV, HTML).
After you save the report/extract, the field will display instead, allowing you to verify the URL.
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7.Select when you want the report to be run:
Execute Now
The 'Scheduled Time' and 'Start Date' fields appear.
a.Scheduled Time: Select the hour and minute that you want the report to be run.
b.Start Date: Click  to select a date when you want the report to be run. |
The 'Scheduled Time', 'Start Date' and 'End Date' fields appear.
a.Scheduled Time: Select the hour and minute that you want the report to be run.
b.Start Date: Click to select a date when you want the report to start running.
c.End Date: Click to select a date when you want the report to stop running. |
The 'Scheduled Time', 'Start Date', 'End Date' and 'Day of Week' fields appear.
a.Scheduled Time: Select the hour and minute that you want the report to be run.
b.Start Date: Click to select a date when you want the report to start running.
c.End Date: Click to select a date when you want the report to stop running.
d.Day of Week: Select the specific day of the week that you want to run the report on. |
The 'Scheduled Time', 'Start Date', 'End Date' and 'Day of Month' fields appear.
a.Scheduled Time: Select the hour and minute that you want the report to be run.
b.Start Date: Click to select a date when you want the report to start running.
c.End Date: Click to select a date when you want the report to stop running.
d.Day of Month: Select the specific day(s) of the month that you want to run the report on.
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Information
To execute the report on the last day of the month, select Last.
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8.Click 'Update Changes'.
A window confirms that the report was updated.
9.Click 'OK'.
Report Formats
While selecting a report’s output, you can also choose the report’s format:
•AVDOC: Formats the report as a PDF (portable document format).
•CSV: Formats the report as comma separated values (CSV). This allows you to view the report in programs like Microsoft Excel.
•HTML: Formats the report as hypertext markup language (HTML), the standard markup language for creating website and applications.
•application/JSON: Formats the report as JavaScript. This allows you to more easily consume report data for dashboards, data warehouses or other sites or system functions.
