Applicable Product:

• Talent Management: Performance, Compensation, Succession

Applicable Release:

• V23.11+

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

Details:
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.
 

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 permission 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
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. A PeopleFluent representative will need to add additional page permissions and Authority for the Admin roles to gain visibility to this page.

Keywords: Offline Reports Schedule Offline Report Scheduled Reports SmartGrid


Created: Erik Zilli
Reviewed: