Scheduling Reports
On the report selection screen, navigate to the 'Output' tab:
Above, on "Export Types" I have disabled everything besides Spreadsheet. If you want the PDF and XML leave those enabled too
Select the "Email" checkbox, and enter the email address that the report should be sent to.
On the "Output Type", select "Scheduled".
Once the above is fulfilled, press Next. COINS will take you to the Scheduling screen that will look like the below:
The two options at the bottom will change depending on what report is being scheduled. Cost reports will usually have Financial Period selection.
Regarding the schedule itself, if you press the "..." lookup on that field there should be these at least (I imagine you've probably got a lot more). This defines when the report is to be run,
The two boxes at the bottom (Financial period) define which data to show on the report. For example, "Last Period" will run the report on the defined schedule and show the values from the previous period (in relation to the running date):
This is usually referred to as a date offset. If you need one that doesn't exists in your system already let me know and we can help you write the calc that drives them.
For more information on Report Scheduler Date Offsets, please review this guide:
N.B.- Regarding the "from" and to" selection where the date offsets are used, this will pick up the date entered on the report prior to scheduling. If we want out schedule to run independently of the From/To Period/Dates on the report selection, leave them blank and they will be fulfilled by the schedule itself.
Integrating to Sharepoint
Unfortunately Microsoft currently does not support direct emailing to Sharepoint folders. The workaround I have for this is to use PowerAutomate. The first step will be to create either a new shared mailbox, or a new folder in the mailbox for the person who will be managing this. A new shared mailbox will be simpler because it won't require an Outlook rule to move the documents into the "Upload" folder for example; everything can be accessed via the base inbox.
The mailbox that is setup will provide the email address that we want the scheduled reports to be sent to.
Using PowerAutomate, we can create a flow, so that whenever an email is received into that inbox, the attachments are grabbed and uploaded to a specific sharepoint directory. This can be as simplex or complex as you desire, in that every Contract Status report will start with "JC", and every Sales Ledger Report will start with "SL" in the file names - this can be used to manage which folders the attachments are uploaded to by the flow.
Let me know if you want me to send detailed guidance to set the flow up. There is a couple of templates that I normally delegate to which does this function once we have assigned an inbox and an upload location. One of the below would satisfy the requirement: