Celoxis allows you to schedule a report to run daily, weekly, monthly or yearly. An email with the report attached as PDF is sent to the selected users.
To schedule a report:
- From the main menu, click on Reports > All Reports. On
- On the All tab, click on Edit from the actions menu of the report you wish to schedule. You
- You can schedule the report even while creating a new report. On
On the Edit pop-up, navigate to the Schedule tab.
You need to enter all the following information to schedule the selected report:
Tip A user with administrative privileges only can schedule a report.
- Select a user from the Run As drop-down.
The access level of the run as user will determine the data in the scheduled report (PDF). If this user is being deactivated, the system will prompt you to change the user for such reports before you can deactivate the user. - Under the Subscribe drop-down, select the users who should receive the email with the report.
You can send reports only to email addresses included in Celoxis. - Set the frequency and time for running the report:
Select a time from the
- Select a user from the Run As drop-down.