Schedule Reports

Scheduling reports allows you to get the latest report data without having to manually run a report. You can schedule reports to run automatically at certain times (daily, weekly, or monthly), and email reports to Trading Partners and users in your company in .csv or .pdf formats.

To set up a report schedule

1	In the Search Results page, click Save/Schedule Report.

The Save or Schedule page displays the name of the company for the report.

2	Type a name for the report in the Name field.

3	Click the checkbox, I want to schedule this report, and select the time frame and time zone for the scheduled report.

Note: To run a one-time report, select Now.

4	Click the checkbox for the report format, either CSV or PDF.

5	To email the report, click the checkbox, Send this report as an email attachment. Specifiy the email addresses of the users and contacts to receive the report.

Note: You can only add contacts and users that have access to the report folder, listed as available.

6	Yo send the file to a Trading Partner through Trading Grid Message Services (TGMS), click the Send this report via TGMS checkbox.

7	Click Save.

The system adds the schedule to the Scheduled Reports list and displays a confirmation message.

To view the scheduled report, click Scheduled Reports in the Reports tab. See “View Report Schedules” on page 126.

16.2 release. Updated October 23, 2016 Trading Grid Online User Guide PDF

Copyright © 2016 Open Text. All rights reserved. Trademarks owned by Open Text.