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.