Managing Reports › Web-Based Reports › Schedule Reports

Schedule Reports

InfoView supports scheduling of reports. For ad hoc reporting, scheduled reports are stored in the My Folders section. If a report is set to "refresh on open" the system will access the database to obtain the latest information each time the end user views the report. Users can schedule reports to run at certain times.

Administrators can define calendars to reflect appropriate scheduling dates. For example, a user can select a calendar using the "When" option (for timing and frequency) that will display available business days and ignore non-working days.

Note: For more information on scheduling reports, see BusinessObjects documentation.

With scheduling, users can:

• Specify the timing and frequency of the schedule (now, hourly, daily, and weekly, for example).
• Specify the destination, such as an inbox, file location or email recipient.
• Indicate which inboxes the report should be sent to.
• Specify the output, such as Web Intelligence, Crystal Report, Microsoft Excel, and Adobe Acrobat.
• Specify caching options. By default, the document results are stored on the Output File Repository Server. Users can choose to have the system cache the report on the Web Intelligence Report Server by selecting a cache format and locale.
• Select a server group to process the request. If a defined event is selected, the object will run only when the additional condition or event occurs.

Note: If CA SDM data partitions are used to manage data restrictions in InfoView's public folder section, scheduled reports contained in public folders must be defined for each user.