You can schedule the generation of the standard or the custom reports to occur on a periodic or one time basis. You can receive the report output as an email attachment, or access it through the secure links in the email notification, RSS feeds or by logging into the Experience Portal Manager (EPM). You can optionally set Record Threshold restriction value when scheduling a report. Setting this restriction generates a notification only when the total record count reaches the specified minimum value.

Using the Scheduled Reports page, you can add, edit, or delete a scheduled report. You can also view and export the report output for a specified report or all the reports.

The Scheduled Reports page is distributed in two tabs:

Use the Schedules tab to view, add, edit, or delete a scheduled report. You can also view and export the details regarding the output and history for a specific scheduled reports by clicking the Output folder icon on this tabbed page. You can also subscribe for change notifications by clicking the icon under Notification Method column.

Use the Outputs tab to view the details regarding the output and history for all the scheduled reports. You can export the report outputs by clicking the Export icon on this tabbed page.