In CM Business Intelligence, you may need to create or amend report schedules to ensure reports are sent to the right people at the right time. This helps support timely decision-making, reflects changes in business needs or staffing.
Create a new schedule
To create a new schedule for a report, follow these simple steps:
Log in to your CM Business Intelligence instance, then click LOAD.
Search for the report you wish to schedule, then click the schedule report icon.
Click Create New Schedule. If this is the first schedule, you'll skip past this automatically.
Enter the schedule name and select if you'd like to output the options to a folder.
Select if you'd like to include the date or schedule name in the file name.
Click Next, amend the filters available, then click Next.
🤓 Tip: If you'd like to add filters, you do this in the report itself.
Select the frequency of execution, then click Next.
Click Individuals and select the users that require the report.
Click Save.
Amend an existing report schedule
If you wish to amend a report schedule that already exists, follow these simple steps. You can update the name, format, timing, delivery method, filter options and recipients.
Login to your CM Business Intelligence instance, then click LOAD.
Search for the report that has been scheduled.
Click the schedule report icon and click the schedule you wish to amend.
Use the edit button against each section to update the details of the schedule.
