Scheduling a workbook

Before you start, make sure that you have saved a source file in the Storage (STO).

  1. Access Infor OS Portal.
  2. Go to Navigation Menu > Query & Analysis.
  3. Click Schedules tab.
  4. Click + icon to add a schedule.
  5. In the Select Files/Save tab, specify the name of the schedule in the Name field.
  6. Specify a path to the source file in the Source field and click Next.

    Specifying a path to the source file in the XLSX file format is mandatory. You must specify or copy and paste the full path to a source file stored in the Storage (STO) (for example, storage://Monday Reports/Trial Balance.xlsx).

    To copy a path to a storage location, go to Infor OS Portal > SunSystems Cloud > Storage (STO), select a file you want to copy and click the Copy Path icon.

  7. Optional: In the Target section, select check boxes for file formats you want your recalculated reports to be delivered in and specify their locations in Storage (STO).
    You can specify Storage (STO) paths for each of available report formats:
    • Excel
    • CSV
      Note: You can save your recalculated report in either CSV or CSV UTF-8.
    • Compress
  8. Click Next.
  9. In the Email tab, select Receive report result and specify this email information:
    • To: recipient's email address.
    • Cc: secondary recipients email addresses.
    • Bcc: hidden recipients email addresses.
    • Subject: email subject.
    • Content: email content.
  10. Optional: Select check boxes for file formats you want your recalculated reports to be attached to email:
    • Excel workbook(s)
    • CSV
    Note: To compress attached files into one file, select Zip Attachments.
  11. Optional: Select Receive error notification to receive email notification in case of errors during execution.
  12. Click Next.
  13. In the Schedule tab, set the duration and frequency of a schedule.
    Start Date is mandatory. End Date is optional. For more information, see Schedules.
  14. Click OK.