Basic Steps to Schedule Page 1of 7Last Revised 20151704Rightclick on the report Title From the drop down menu click The window is displayed In the left panel click In the panel on the right click t ID: 877699
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1 Basic S teps to S chedule a Webi Repo
Basic S teps to S chedule a Webi Report Page 1 of 7 (Last Revised 2015 - 17 - 04) Ri ght c lick on the report Title . Fr om the drop down menu click . The window is displayed. In the left panel, click . In the panel on the right, click the down pointing arrow head at the right end of the ‘ Run object: ’ prompt. A dropdown list of ‘recurrence’ options will be displayed . Click one of the o ption s . In this example i s selected. Basic S teps to S chedule a Webi Report Page 2 of 7 (Last Revised 2
2 015 - 17 - 04) S pecific scheduling
015 - 17 - 04) S pecific scheduling criteria for the recurrance option chosen (‘Now’, ‘Daily’, ‘ Weekly’, etc.) will be displayed. In this example since the option was chosen, the day(s) of the week the report will be scheduled to run must be selected. Click on your selection ( s ) . In this example is selected. The ‘ Start Date/Time: ’ and the ‘ End Date/Time: ‘ prompts specify the effective d ate/time range f or this schedule. The default values make the schedule effective immediately and for a 10 year preiod . If you wish to change the default values , click the down pointing arrowheads t o change the times. T o change the date range, click the c
3 alendar icon or manually enter the star
alendar icon or manually enter the start/end dates. Next, to set the Output Format for the scheduled report instances, c lick in the panel on the left . Basic S teps to S chedule a Webi Report Page 3 of 7 (Last Revised 2015 - 17 - 04) is the default Output Format and i t will be used u n l e s s y o u c l i c k a n o t h e r o p t i o n o n t h i s s c r e e n . If the report instance is going to a BI Inbox destination the format i s probably the best choice since that option will sen d it in the Busine ss Objects report format . If the report instance is goi
4 ng to a n Email destination the
ng to a n Email destination the or the f ormat woul d probably work best . The format sends the report a s an Excel spreadsheet . The format sends the report as a PDF . To define where the scheduled report instances will be sent, click . We will demonstrate setting the most commonly used destinations, ‘ BI Inbox ’ and ‘ Email ’. Note: If the destination is not set , then by default the report will run as scheduled, but it will only be viewable as an instance on the report’s History page. Basic S teps to S chedule a Webi Report Page 4 of 7 (Last Revised 2015 - 17 - 04) Setting th
5 e Destination to ‘ BI Inbox ’
e Destination to ‘ BI Inbox ’ NOTE: You must know the P erson n el ID of the rec ipient to use this destination . Click the down pointing arrowhead to the right of the ‘Destinations:’ prompt. From the dropdown list of options, c lick . The ‘ ’ and the ‘ ’ panels will be displayed. In the prompt, ente r the Person n el ID of the recipient and cli c k the search icon . When it has been found , c lick /highlight t he receipent’s Personnel ID under the Title column . Click the right pointing arrow to move the receipent to the ‘ ’ panel. Confirm tha t ‘ Send As: is set to . Click . Basic S teps to S chedule a Webi Rep
6 ort
ort Page 5 of 7 (Last Revised 2015 - 17 - 04) The report’s screen will be displayed . Click . The report’s window will be displayed. Confirm that the scheduling selections you made are listed here. Basic S teps to S chedule a Webi Report Page 6 of 7 (Last Revised 2015 - 17 - 04) Setting the Destination to ‘ Email ’ : R epeat s teps through as described ab o ve. Click the down pointing arrowhead to the right of the ‘Destinations:’ prompt. From the dropdown list of options, c lick . Enter
7 your e - mail address on the ‘ From
your e - mail address on the ‘ From: ’ prompt and the recipient ’ s e - mail a d d r ess in the ‘ To: ’ prompt. The ot her pro mpts ( like ‘ Subject: ’ and ‘ Message ’ ) are optional . Click . The report’s screen will be displayed . Basic S teps to S chedule a Webi Report Page 7 of 7 (Last Revised 2015 - 17 - 04) To delete a report’s schedule : open the window, right click on the report Instance with . M ove the mou s e o v er in dropdown list. Click the option that will pop - up on the right. The confirmation window will display. Click