| Excerpt |
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run reports on a set time interval |
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| Tip |
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The Topic of the Day: Reporting Overview webinar is a great resource to learn all about Distribution, Personalization and Scheduling Reports (go to 45:10). |
Permissions and Settings
You can only schedule My Reports, you cannot schedule Public Reports. If a user is inactive, then the reports will no longer be run or distributed. Some organizations handle this by creating a permanent reporting user. Other organizations will identify when a user needs to leave and have them save their reports as public. They can then be saved to another user's My Reports and scheduled. We do not recommend converting someone that has left the company into a reporting user because audit trails will point to this reporting user rather than the real user.Anyone who has access to Management Portal can schedule a report
| Warning |
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When you are proxying in as another user, changes you make to reports are not saved to the target user. The target user needs to make the changes themselves. So a rule of thumb would be, don't build or save reports as a proxy user and expect them to be persistent or useful in any way. |
Schedule a Report
Tick the enable schedule checkbox. Then choose the time and frequency with which the report should run.
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