Scheduling Reports and Views

How to:

You can instantly schedule any view to be sent to you exactly how it currently appears. The scheduling facility automatically captures the parameters of the report you are viewing. Views are scheduled and distributed using WebFOCUS ReportCaster. You can cancel or revise any existing scheduled view quickly and easily.

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Procedure: How to Schedule Reports and Views
  1. From any view, click the Options button and select Schedule this from the pop-up menu.

    Options menu

    The Schedule this form opens.

    Schedule This form

  2. Select values for the following fields to schedule the report or view.

    Note: Your choice of the scheduling interval determines which additional fields appear in the Schedule this form. The following table lists all of the possible fields.

    Field

    Description

    Schedule to run

    Desired report scheduling interval. Options are Once, Daily, Weekly, and Monthly.

    Weekdays

    Select the days of the week to schedule the report or view. Click to select a day. Click twice to deselect.

    This field only appears when you select Weekly as the schedule interval.

    Days of month

    Select the days of the month to schedule the report or view. Options include all numbered days of the month (1-31) and Last Day. Click to select a day. Click twice to deselect.

    This field only appears when you select Monthly as the schedule interval.

    Start Date

    Date you want to start the schedule (in YYYYMMDD format).

    End Date

    Date you want to end the schedule (in YYYYMMDD format). This field does not appear when scheduled to run once.

    Start Time

    Time you want to start the schedule (in HHMM, 24-hour format).

    End Time

    Time you want to end the schedule (in HHMM, 24-hour format). This field does not appear when scheduled to run once.
  3. Click Save and close the Schedule this form.
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Procedure: How to View, Update, or Cancel a Scheduled Report or View
  1. Select Scheduled Reports from the drop-down menu in the action block on the Today page.

    Scheduled Reports option

    PMF displays a list of reports and views you have scheduled.

    List of reports and views

  2. Click the schedule you want to change.

    PMF displays a pop-up menu with the following options:

    • Change When Report Runs
    • Remove Report
  3. To update when the report or view is scheduled to run, click Change When Report Runs.

    The Schedule this form opens.

    Make the desired changes and click Save.

  4. To cancel a scheduled report or view, click Remove Report.

    PMF deletes the schedule for that report or view.

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