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