Report Schedule

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  • Updated 3 years ago
How to schedule reports in Gen 2?

(Originally posted by sun.frank)
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Posted 3 years ago

  • 1
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Hi Sun,

Thank you for using Replicon Community.

Following are the steps to enable & setup report schedules:- 

- Enable report schedule feature.

To enable the Report Schedule feature for a user, follow the steps given below:

  • Log into Replicon with administrative rights.
  • Click on Administration tab at the top.
  • On the left side pane, under Permissions, click on edit button on the required permission.
  • Click on the Reports tab, goto Reports > Add/Delete Report Schedules and put a check mark against it.
  • You can now add/delete report schedules and you can find Report Schedules under Setup on the reports page.


To schedule a report:

  1. Select Reports from the top menu, and then select Setup > List Reports from the side menu.
  2. Select the  icon next to the report you want to schedule.
  3. Specify:
  • The name of the report
  • How frequently the report should run
  • The date and time when it should run
  • To whom the report should be sent
  • The format and filter settings that should be used
  1. Click Add.
     
For more information, refer to Scheduling a Report in Replicon's online help.



Thanks,

Lingaraj



 

(Originally posted by Lingaraj Dharwad)