[IFS/BR Report Mode Help Guide]

Schedule Task

Scheduling provides the possibility to schedule reports to be executed at a specific time. A report can be scheduled to be executed on any calendar day, week or month or at regular intervals along with time stamping. After a scheduled report is executed, it can be viewed through the Report Archive. It is possible to e-mail the report as a IFS Business Reporter report or as a Microsoft Excel worksheet. You can also archive the report as a document into IFS Document Management.

To schedule a report to be executed:

1. Logon to IFS Cloud
2. Open the Create new Report schedule window in Reporting
3. Give the schedule an easy recognizable name and use the List Of Values to select the Report to Schedule
4. Define Distribution, Parameters and Settings.
   Note that the Settings tab enables the possibility to get an e-mail sendm with the report attached, when the execution js done and the archive has been updated and also the posibility to add the executed report as a revision to a document in Document Management
5. Use the Schedule tab to define the schedule for the report execution
6. Save the definition to start the schedule