You can send a copy of a report to yourself and/or your stakeholders on a regular basis by setting up a scheduled report to be sent directly to your email on a predefined regular basis.
Scheduling a report via Email
- Right-click on a standard report.
- Click Schedule.
- Click Email.
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- The Distribution tab displays by default.
- The Type field defaults to Email Address(s).
- In addition to your email address, which populates by default in the To field, enter additional uconn.edu email addresses, separated by a comma, as desired.
The Reply Address defaults to your email@uconnnoreply@uconn.edu. You may want to enter the email address of a person that can answer questions regarding the report. Modify as desired.
Info The email address(es) listed in the Reply Address field will receive any replies from the recipient(s) of the report included in the respective scheduled report.
- Modify the Subject field, as desired.
- Send all reports as attachments is selected by default and recommended. Modify the selection to Send the report as inline message, as desired.
- Modify the Message field, as desired. "Please see attachments(s)." is the default text that will be included in the body of email if no changes are made.
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- Once all tabs are completed, click Save & Close from the top ribbon.
A Few Tips
- A scheduled report automatically saves to your My Content folder. Navigate to the My Content folder the folder where the schedule was saved and click to select the scheduled report.
- Right-click on the scheduled report to:
- Edit,
- manually Run,
- Delete,
- Change the Title, and
- Share with... others, as desired.
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If you need general assistance, or need to report an issue with WebFOCUS, you can log a ticket directly with the Technology Support Center. |
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