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Create report automations

You can create custom report automations.

With report automations, you can run report definitions automatically. You specify report definitions and times of execution in report automations. You also specify the recipients who will receive the created reports by e-mail.

Prerequisite

You have the Create report automation function privilege.

The selected report definitions are registered.

Procedure. Procedure

  1. Click PPM > Administration.

  2. Click Automations under Reports in the Administration bar.

  3. Display the Base tab bar.

  4. Click Edit Edit.

  5. Click New document Create report automation.

    Specify your settings and click Finish.

The report automation is saved in the database and displayed in the list of available report automations.