Creating Scheduled Reports in O4

O4 can automatically email saved reports to OASIS users in PDF or Excel format. Scheduled reports can send on a daily, weekly, or monthly basis. This article will explain how to create a Scheduled Report in O4. 

Requirements:

• Users must have Admin access to Reports.

Limitations:

• Users can only create one Scheduled Report per saved report.
• Scheduled Reports will not work for Top Down Reports (deprecated in 2023) or Legacy Batch Reports.

1. On the Home screen of O4, click Reports, then select Scheduled Reports from the drop-down list.

2. The Scheduled Report Listing page will appear.

3. Click File, then select New Scheduled Report from the drop-down list.

4. The Scheduled Report Edit page will appear.

5. Select a saved report from the Name drop-down list.

6. Select PDF or Excel (.xls or .xlsx) from the Output As drop-down list to select the report format.

7. Type the user's first and last name into the Send to field, then use the drop-down list that appears or press Enter to add them as an email recipient.

8. Schedule the email using the When drop-down list. This is based on the local time zone defined in Hardware global settings.

9. Click .