Scheduling a workbook

Before you start, ensure 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 the Schedules tab.
  4. Click the + icon to add a schedule.
  5. In the Select Files tab, specify the name of the schedule in the Name field.
  6. In the Source field, click the search icon to browse for the source file, and then click OK.

    Specifying a path to the source file in the .xlsx file format is mandatory. You must browse to 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. In the Recalculate Option area, select:
    • Recalculate Workbook to recalculate the selected workbook.
    • Replay Saved Drill Path to recalculate one of the previously saved drill paths. When you select this option, click the search icon in the field below to browse saved drill paths.
  8. Click Next.
  9. In the Save Options tab, select Generate date in file name to add a time stamp as the suffix of the file name once a schedule event is completed.
  10. Select check boxes and browse for file formats you want your recalculated reports to be saved to Storage (STO):
    • Excel workbook(s)
    • CSV
    • Compress
    Note: If you leave the Excel workbook(s), CSV, and Compress fields empty, the system overwrites the source Excel file, generates a CSV file and a ZIP file, and saves them in the same folder as the source file, using the same file name as the Excel file.
  11. 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.
  12. Optional: In the To field, click the edit icon to send different report sheets to different recipients.
    In the Distribute reports window, click the + icon to add new recipient, and specify the Email Address and Sheet Name. Click OK to save your changes.
  13. 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.
  14. Optional: Select Receive error notification to receive email notification in case of errors during execution.
  15. Click Next.
  16. 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.
  17. Click OK.