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:
- dFrom the main menu, click on Reports > All Reports.
- On the All tab, click on Edit from the actions menu of the report you wish to schedule.
You can schedule the report even while creating a new report. - On the Edit pop-up, navigate to the Schedule tab.
- You need to enter all the following information to schedule the selected report: