How to request a report to be scheduled in TM
Summary:
How do I request to have a report(s) scheduled for offline run and delivery?
Applicable Product:
TM
Applicable Releases:
All
Detailed Information:
There might be occasions where you need your report(s) to be run on with a certain frequency and later delivered to you or someone else in your organization.
To have your report(s) scheduled, please submit a service request (support ticket) and provide us with the completed template below:
Note: Be sure to provide us:
- with the exact name(s) of the report(s) as it/they appear in your PeopleFluent system, and be very specific on the desired schedule for the report(s) to run.
- the time you'd like this report to be delivered by including the time HH:MM:AM/PM, and the corresponding Time Zone.
| Client name: | <My Company> |
| User id of person requesting report | <John Doe> <<< the name of the user the report(s) will be run under >>> |
| Name of the person | <12345> |
| Name of the Ad-hoc Report(s) | "My Report" "Another Report" |
| Delivery Method (SFTP or Email) | Sftp/Email |
| Report format | PDF/ Excel / CSV / Word / XML |
| Schedule |
Daily (M-F)
Here are some samples of the Schedule: |