Report Scheduling
The first step is to locate the report that needs to be scheduled. Once in the report screen, head to the “Output Options” tab, and select the “Scheduled” button, as below:
For the timesheet exception report, we want to pick up everything that might be missing timesheet data, so I have chosen this selection:
Once we have made our report selection, and selected “Scheduled”, we will be taken to a new screen which requires the input of data telling COINS how frequently to run this report:
The first fields are self-explanatory; “Time” being time of day, “from” being what day to be run from. If “To” is left blank, the report will run indefinitely according to the schedule
The next step is to choose the run Schedule. If we press the “…” we will be taken to a list of pre-configured schedules already setup on the system:
We can then choose one of these:
If we want to setup a new schedule, this can be done in OA Reporting and BI | OA Reporting and BI Setups | Standard Schedules
Finally, we select the “week end date”. If I want this report to with a week end date of Friday, I select “Current + 2” because today is Wednesday, and Friday is 2 days away:
We can then press the “Save” button, and to check if the report has been scheduled we can go to “Report Status”, press the “Scheduler” tab and we should see our report there: