Schedule a Report in BusinessObjects to be Sent to Email or a BO Inbox

Environment

BusinessObjects

Issue

Schedule a BusinessObjects report.

Resolution

The scheduling function in BusinessObjects enables you to run reports at specific times, even when you are not logged in to BusinessObjects.You can schedule a report to run repeatedly or once. For example, you can:

• Run a report at regular intervals (once a week, after Month End Close, etc.) and automatically email a PDF or Excel version of the latest results to selected users' email or BusinessObjects inbox.
• Refresh a long-running report during off-hours.
• Schedule a report to refresh, then leave your desk or work another report. You don't need to be logged in while the report runs.

Full steps for Scheduling a Report in BO 4.3 version can be found here: https://mylinccontent.dsc.umich.edu/mais/html/BusObj43_ScheduleReport.html. 

Direct Links

• Schedule a Report
• View Report History
• Reschedule or Edit a Report
• Delete a Recurring Scheduled Report
• ITS Deletion of Older Instances

Additional Information

• To schedule a UM-maintained report, copy it to your My Favorites folder or subfolder.
• Select times when the Data Warehouse is available: Sunday, noon - Saturday, 11 p.m.
• Avoid scheduling reports:
  • When the data set(s) they use are being refreshed (see Refresh Schedule).
  • During the daily reboot of BusinessObjects servers, 4:00 - 5:30 a.m.
• When scheduling email delivery of reports containing sensitive information:
  • Do not send BusinessObjects reports via e-mail to non-UMICH addresses or to a distribution list.
  • Never use email to send reports containing social security numbers or other sensitive data.

If you modify a scheduled report, BusinessObjects will run the modified version at the scheduled time(s).

Need additional information or assistance? Contact the ITS Service Center.