Model Reports Scheduling
With this release, we enhance report scheduling functionality to include model reports.
Business Benefits
This feature eliminates the need to manually select and share recurring model reports with select users.
Changes
You can create schedules for model reports from Shared or Favorites folders. We also improve error messaging for scheduling.
What Do I Need to Do?
To schedule model reports as live reports or snapshots, you need these permissions:
- Create Report Schedules.
- (Optional)Manage all Report Schedules.
To schedule model reports as attachments, you need these additional permissions, including the ones listed above:
- Send Attachments in Notifications.
- Download to Excel. Both schedulers and recipients need this permission.
What Happens If I Do Nothing?
You'll see the
Create Schedule
option in the Actions
menu for model reports. You can ignore the option.