Maconomy Enterprise Cloud Online Admin Guide

Using the Help Search
Using the Help Search
  • Phrase:Returns all topics that contain the exact phrase in the search criteria. Use quotation marks around the phrase.
    Ex."system administration"
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    Ex.system + administration
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    Ex.system administration
For more information:Searching Online Help

Report Scheduling

You can submit a Support Case to enable scheduled reports/publications to email addresses.

Scheduling allows users and administrators to offload the processing of a document to the backend server so that they do not have to wait for reports to refresh on-screen. You can schedule a document to automatically run at specified times. When a scheduled document runs successfully, an instance is created. An instance is a version of the document that contains data from the time the object ran. You can view a list of instances in an documents history.

The best practice threshold to determine if a report should be scheduled is 5 minutes, (although this may seem a little low). If a report takes longer than this to refresh and render, it is recommended that you schedule it.

Benefits of Scheduling Reports

  • Provides lower waiting times when implemented correctly
  • Provides ability to offload processing to non-peak times
  • Reduces database impact during peak times
  • Functionality: Ability to schedule documents at pre-determined times (now, custom calendars, selected day of the month, etc.) in a number of formats (Webintelligence, Excel, .pdf, .csv) to a multitude of destinations (BusinessObjects, email, file system), and the ability to be triggered by a custom event (For example, upon a database refresh).

BPM Scheduled Reports/Publications can be emailed to users. If you would like to enable schedule reports to an email address as a destination, please submit a Support Case to specify the From email address for such reports. A template for the Support Case can be found under Supported Ad-hoc Requests. SAP Business Objects Access Management

To schedule a report:

  1. Log in to BI Launchpad.
  2. Navigate to Folders and find the report you want to schedule.
  3. Right-click the report name and select Schedule.
  4. Under Options, modify the following:
    • Recurrence: Keep the default of Now to schedule immediately, or select as appropriate.
    • Format: Select required format. The default value of Web Intelligence generates a standard Webintelligence report.
    • Destination: Select Default Enterprise Location to have the report delivered in BI Launchpad.
  5. Click Schedule.

    This will start the schedule and open an instance history window which will display the status of the schedule.

    Note that this window can be closed and you can check back on the status of the instance by right-clicking on the report and selecting History.

Special Considerations

  • Please consider performance when scheduling reports. Be weary of scheduling too many reports at the same time, or with high frequency (For example, every few minutes).

If you need assistance with training to work with this feature, please refer to your Customer Success Manager or Deltek Professional Services.