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Scheduling a Business Intelligence Report

Eptura Knowledge Center

Scheduling a Business Intelligence Report


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:


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

2.  Click 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 Next.

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

6.  The last step is to enter an email address for who the report is to be sent.  After completing the recipient and the email, click Finish.

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