To schedule a report, follow the given steps:
Login to EPM as an administrator.
Go to Reports → Click on the report that you want to schedule
Click on the Schedule icon placed at the top-right corner of the screen.
Click on +New Report Scheduler button.
Select CSV or PDF as a report format from the drop-down menu.
Scheduler: 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
Scheduler Start: 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.
Recipient Email: Provide the email address of the person to whom scheduled reports must be sent.
Make sure to tick the 'Active' checkbox.
Click on the Save button.