You can schedule a report to run on a regular basis, such as every week, and have it delivered as an email attachment. You can specify the format you want the report in, how often to run the report, and who receives it.
Prerequisite: To use this feature, you must be in a group that has self scheduling enabled. See Manage Groups in Infor Admin.
To schedule a Designer report
| 1. | In Classic Designer, open the report you would like to schedule. |
| 2. | Click Add, Schedule Report. The New Report Schedule dialog box opens. |
| 3. | Use the tabs to specify the details such as the name of the schedule, the report format (PDF, CSV, Excel, PowerPoint, Word), the text you would like to use in the email notification, and how often to run it and at what time. |
| 4. | Click Save. |
The report is now scheduled. At the specified time and date, an email message will be sent from Infor to the specified email addresses with the report either attached or inline in the specified format.
Tips:
An Inline image report is a good choice when sending to a gmail account.
To modify or delete a scheduled report, enable or disable it, or run it immediately, click Options, Manage Scheduled Reports. Note that schedules created on a previous release of Infor can only be modified. They cannot be run, enabled or disabled, or deleted. If you edit the schedule by clicking the Edit button, but do not make any changes and simply save it, the report schedule will be migrated to the current Infor release where you will have full capabilities (however, you will no longer be able to modify the report schedule using prior release versions).
See Also
Exporting a Report
Scheduling a Report from
Dashboards