Scheduling a Business Intelligence Report

Introduction:

Scheduling a Business Intelligence Report is a simple process.   In just a few simple steps, you can schedule a Business Intelligence Report.  The following steps will help you Schedule a Business Intelligence Report:

This article applies to + Professional and + Enterprise.

Instructions:

1.  After logging into your ManagerPlus account, click on the Business Intelligence icon in the ribbon on main page.

2.  Click on the Browse Reports icon on the top left corner of the page and select the report that you would like to schedule.

3.  Select the menu icon, followed by the option Schedule Report.

4.  Fill in the necessary information on the Recurrence screen, including: Schedule Name, Export Type, whether to execute immediately, and the scheduled time and frequency.  Then click on Next.

5.  Select the filters that you wish to add to the report, then click on Next.

6.  The last step is to complete an email of who the report is to be sent to.  After completing the recipient and completing the email, click on Finish.

Useful Information and Links:

Useful Links to Related Articles: 

To Learn how to create a Express Report, click here.

To Learn how to create a Chained Report, click here.

To Learn how to Run a Business Intelligence Report , click here.

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