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Using the report scheduler, you set up a schedule with report parameters, output options, and notifications:

 

  • Schedule: when to run the scheduled report, and how often.

  • Parameters: if the report was designed with input controls, determines which parameters the scheduled report will use.

  • Output Options: the name of the output file, the output format and locale, and where the output file is stored.

  • Notifications: email options for sending the report output to recipients and for sending administrative messages.

 

  Scheduled reports run in the background to reduce the performance impact on the server.

Sensitive data could be exposed to unauthorized users if you schedule a job as an administrative user with no data restrictions because the report will contain all requested data in the data source. Any user who receives the report can view all the data regardless of the user's access restrictions.


The permissions of the user who schedules a job determine the data that the report exposes. For example, "Gloria" only has access to inventory data from the Southeast US region. A report that she schedules only shows data from that region, even when the report is viewed by users in other regions. Other users schedule the report themselves to see the data for their own regions.

 

The following video walks through the process of scheduling a report:

 

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