Scheduling a report

To schedule a report, follow the given steps:

• Login to the system and select EPM from the product navigator.

• Go to Reports → You can either click on the Scheduler button on the top right and select the the report title or click on the report that you want to schedule.

• Click on the more options (3 dots) icon placed at the top-right corner of the screen.

• Click on +New Report Scheduler button.

• Recipient Email: Provide the email address of the person to whom scheduled reports must be sent.

• Select CSV or PDF as a report format from the drop-down menu.

• Scheduler Basis: Select whether you want to schedule the report for a daily, weekly or monthly basis. Here the selection is applicable for a particular date, a particular day of the week or for a particular month

• Initiate Schedule From: Provide the start date of the scheduler.

• Scheduler Time: Provide a specific time for scheduling the report. Here you can tick the ‘Any’ checkbox in case of general time.

• Make sure to toggle the status slider set to ‘Active’ by default.

• Click on the Save button.