Applicable Products
Talent Management - Compensation

Talent Management - Performance

Talent Management - Succession

Applicable Releases
23.11 and later

Summary
This enhancement allows offline reports to be scheduled to run once or on a recurring basis. 

Detailed Information

Offline reports can now be scheduled to run at specified points in the future, allowing administrators to ease the load of running many reports all at once. For example, you can schedule a large report to be run overnight or on a weekend, when demand on the system is low and won't affect users in the application. 

This new capability can be found when running an ad hoc report or creating a new report. It is configured in the new Schedule section of the View Report dialog box after choosing a format for the report and then selecting to report on all rows of data. 

Users with permissions to report on all rows of data can schedule a report to run once at a specified time and date in the future, or on a repeating schedule (Daily, Weekly, or Monthly). 

• Note: The new Schedule section is not visible by default, even with permissions to report on all rows of data. Administrators can enable this using Design Mode.

The following options are available:

Run Now: Run the report immediately with no scheduling. This is the default, which is the same as previous behavior. 

Run One Time: Schedule the report to run once at a future time. Specify the start date and time. 

Run Daily: Schedule the report to be run every day. Specify the start date, end date, and time of day. 

Run Weekly: Schedule the report to be run every week. Specify the day(s) of the week (CTRL+click to select multiple days), start date, end date, and time of day.

Run Monthly: Schedule the report to be run every month on the same day. Specify the start date, end date, and time of day. If a monthly report is scheduled to run on day 31, for months that have less than 31 days it will run on the last day of that month.

All dates and times are displayed in the logged-in user's local time zone.

When the options are configured, click the Run Report button to start the schedule. Once started, report schedules cannot be edited. You can, however, create a new schedule for the same report.

Scheduled reports will not appear on the Offline Report Status page (Menu > Talent Management Administration > Site Administration > Logs > Offline Report Status) until the scheduled date and time of each occurrence, when it will be added to the report queue and run in order. 

Scheduled Reports SmartGrid

Some administrators can be given access to the Scheduled Reports SmartGrid, which is available by going to Reporting > Scheduled Reports or Menu > Reports > Scheduled Reports if you have the proper permissions. Contact your PeopleFluent representative for more information about access to this page. 

On this page you can view all of the report schedules that you have created. A separate permission allows you to delete schedules that you created. Certain administrators can be given access to report schedules created by all users. Contact your PeopleFluent representative to get this access.