Report schedules ensure reports are generated and delivered to the right people at the right time. You can create a new schedule or update an existing one to reflect changes in business needs or staffing.
Create a new schedule
Log in to your CMBI instance and click Load.
Search for the report you need to schedule, then click the Schedule Report icon.
Click Create New Schedule.
đ Note: If this is the first schedule for the report, this step is skipped automatically.
4. Enter the schedule name and select whether to output to a folder.
5. Select whether to include the date or schedule name in the file name.
6. Click Next, amend the available filters, then click Next.
đ¤Tip: Filters are added in the report itself, not in the schedule.
Select the frequency of execution, then click Next.
Click Individuals and select the users who require the report.
Click Save.
Amend an existing schedule
Log in to your CMBI instance and click Load.
Search for the report that has the schedule you need to amend.
Click the Schedule Report icon.
Select the schedule you need to edit from the list of existing schedules.
Click Edit next to the relevant section and update the details as required.
Click Save to apply the changes.
You can amend the following settings:
Schedule name.
Output format.
Execution timing and frequency.
Delivery method.
Filter options.
Recipients.
