Skip to main content

         This documentation site is for previous versions. Visit our new documentation site for current releases.      

This content has been archived and is no longer being updated.

Links may not function; however, this content may be relevant to outdated versions of the product.

Scheduling reports

Updated on April 5, 2022

Analyze how the data change over time by gathering the scheduled reports data. For example, you can schedule the report every week, and compare the data to analyze the differences.

Scheduling a report automatically subscribes you to that report.

You can set a specific time, interval, and frequency of the report run.

  1. If App Studio is not in Preview mode, in the header, click Preview application.
  2. In the header of App Studio, select the portal in which you manage reports.
  3. In the left navigation pane, open the Report Browser by clicking Reports.
  4. Select the reports that you want to view:
    • To view your custom reports, click the My Reports tab.
    • To view all available reports, click the All reports tab.
  5. Hover over the report shortcut, click the Actions icon, and then click Schedule.
    Result: Report scheduling task window appears.
  6. Optional: Provide the task details:
    1. In the Task Definition section, in the Task Name field, edit the scheduling task name.
      The name supports only letters, numbers, and the underscore character.
    2. In the Task Description field, edit the description.
  7. Provide the scheduling details:
    1. In the Task Scheduling section, in the Time of Day list, select when to run the report.
    2. In the Recurrence section, select the recurrence of the task.
      For example, if you want to run the report once, click One-Time only.
    3. In the on field, click the Calendar icon, and then select the date to run the report.
    4. To retry a failed run attempt, select the On error, retry check box, and then specify the number and interval of re-tries.
  8. Provide the report processing details.
    For more information, see Managing report subscriptions.
  9. Schedule the report by clicking Submit.
  • Managing report subscriptions

    Keep users up-to-date on relevant scheduled reports by managing report subscriptions.

  • Subscribing to reports

    Keep up-to-date with the system changes, and receive a copy of the scheduled report each time the report runs by subscribing to the report.

  • Schedule task form

    Use the Schedule task form to schedule reports to run at a time, interval, and frequency that you define.

Have a question? Get answers now.

Visit the Support Center to ask questions, engage in discussions, share ideas, and help others.

Did you find this content helpful?

Want to help us improve this content?

We'd prefer it if you saw us at our best. is not optimized for Internet Explorer. For the optimal experience, please use:

Close Deprecation Notice
Contact us