Report scheduling in Gen3

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How to schedule reports in Gen 3?

(Originally posted by sun.frank)
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Archived Post, Official Rep

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Posted 4 years ago

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Hi Sun,

Thank you for using Replicon Community.

- Steps to setup report schedule in Gen3 have been provided below:- 

- Log into Replicon and go to Reports tab.
- Click on the report which needs to be scheduled.
- Specify the required filter settings, eg., date range filter select Last 30 days if you need the data for the last 30 days everytime the report is run.
- Click on 'Set Schedule' next to Settings.
- Set up Name, Recurrence & Next Scheduled Run.
- Select the resources to whom the report is to be sent to. 
- Click on Add. 

- The same steps have been demonstrated in the video below:- 





Thanks,

Lingaraj



 

(Originally posted by Lingaraj Dharwad)
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Lingaraj Dharwad, Product Champion

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Hi All,

Video is available at the below link:

Steps to setup report schedules in Gen3

Thanks,
Lingaraj
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Lingaraj Dharwad, Product Champion

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Report Schedule coming up with blank data


If for any reasons post setting up a report schedule, if the data comes up blank its very likely that the date range selected is the primary cause. 

Eg., if you have setup the time off balance report to provide with monthly balances. Please ensure the As Of Date is set to Today as shown below: 



Should the issue still persist, please reply back to this post and we will love to troubleshoot the issue further. 

Thanks
Lingaraj

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