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Conga Support

Scheduling a BI Analytics Report

This page applies to: Conga Contracts
This page applies to: BI Toolbox Module

You need the BI Tool permission to schedule the Analytics Reports that you create for distribution.  A report can be scheduled for distribution once, or on a daily, weekly, or monthly basis.  A BI Analytics report can even be scheduled for delivery on a hourly basis, or every "x" number of minutes.

1.  Click Reports in the Navigation Toolbar, and select the BI Toolbox link in the menu.

2.  In the Home screen, click the My Items link.

BI Schedule1.png

3.  Locate the report you want to you want to schedule, and click its Icon Schedule.png icon.

If the My Items folder contains subfolders, click a subfolder to display its contents.

BI Schedule3.png

4.  In the Schedule window, populate the fields:

The user who schedules the report determines the amount and type of data contained in the report based on their user role(s), which dictate the permissions the user has to document types, company, contract, and project groups, and secure additional forms.

  • To field:
    • Enter the first few letters of a person's first or last name to display a list of possible matches.
      • Click on a name to add the person to the distribution list.
      • Click a person's Icon Delete Stage.png icon to remove them from the distribution list.
  • Subject - enter a subject for the scheduled report.
  • (Optional) Message Body - enter any message you want to accompany the scheduled report.
  • (Optional) Format - change the default from PDF to Excel to send the report as an editable spreadsheet.
  • Schedule - make a selection in the list to indicate how often the report should be delivered: Once, Minutes, Hourly, Daily, Weekly, or Monthly.
    • (Optional) Start Time - click Icon BISched1.png and use the Time Picker to change the default delivery time.
    • Start Date - click Icon BISched2.png and use the calendar to select the start date.
    • Every - change the default value to indicate the frequency for delivering the report.  This field is not present for the Once and Monthly options.
      • For example, if you select Weekly, the days of the week will appear.  Select the check box for the day(s) of the week you want the report emailed, and enter a 1 in the Every field to deliver the report every week on the day(s) specified, enter 2 to deliver the report every two weeks, etc.
  • (Optional) End Date - click Icon BISched2.png and use the calendar to select the last date the report will be delivered.
  • Click Done.

5.  (Optional) Verify the report has been scheduled, as indicated by the presence of the Icon BISched3.png icon in the Home screen.