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 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 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 .