Procedure

  1. Log on to the EPM web interface by using an account with the Administration, Operations, or Maintenance user role.
  2. From the EPM main menu, select Reports > Scheduled.
  3. On the Scheduled Reports page, click Add.
  4. On the Add Scheduled Report page, select a source report that you want to schedule, from the Standard Reports or the Custom Reports lists.
  5. Enter the filter criteria that you want to use.
  6. Specify the date and time for the scheduling, notification method that you want to use, and the record threshold restriction value.
  7. Specify the Output Type for the scheduled report. You can select one of the xls, pdf, and csv options.
  8. Click Save.

    The EPM displays the scheduled report entry on the Scheduled Reports page.