When you define a schedule, you can access different sections using two tabs and their menus:
The General tab includes sections that define the schedule, such as destinations, recurrence, and related events.
- The Report Features tab includes sections specific to Web Intelligence documents, such as formats, prompts, and delivery rules.
General tab: Destinations
You can schedule a document instance to be sent to one or more destinations:
- Enterprise
- BI Inbox
- FTP Server
- File System
- Google Drive
- Microsoft OneDrive
General tab: Recurrence
The recurrence pattern defines how often the SAP BI Platform runs a document:
| Option | Description |
|---|---|
| Now | Immediately runs the document once. |
| Once | Runs the document once at a specified time. If you schedule a document with events, it runs once if the event triggers between the start and end times. |
| Hourly | Creates an instance every N hours and X minutes between the interval of dates you specify. |
| Daily | Runs the document once every N days between the dates you specify. The first instance is created at the specified start time, and instances are created every N days until the document stops running at the specified end time. |
| Weekly | Runs the document each week on selected days between the dates you specify. The first instance is created at the specified start time, and instances are created each week on those days at that time until the document stops running at the specified end time. |
| Business Hours | Runs the document at a specific interval, every N hours, between a start and end time. You can specify whether the document runs every day of the week or on specific days, and set dates between which the document runs regularly. |
| Monthly | Runs the document once every N months between the dates you specify. The first instance is created at the specified start time, and instances are created every N months until the document stops running at the specified end time. |
| Specific Day of a Month | If set to Day of the month, creates an instance each month on the specified day at the specified start time. The first instance is created at the specified start time, and instances are created on the specified day of each month at that time until the document stops running at the specified end time. If set to Week-day of the month, you can select a specific day of the week of the month (for example, the first Tuesday of the month, the third Monday of the month, and so on). |
| Calendar | Creates an instance on each calendar date you specify at a specified start time. |
Report Features tab: Formats
When you schedule a document, you can create an instance in the following formats:
- Web Intelligence: .WID
- Web Intelligence: .WIDX
- Microsoft Excel - Data: .XLSX
- Microsoft Excel - Reports: .XLSX
- Adobe Acrobat: .PDF
- Comma Separated Values (CSV) - Data: .CSV
- Comma Separated Values (CSV) Archive - Reports: .ZIP
- Plain text: .TXT
- HTML archive: .ZIP
Manage Your Instances
In the Home page, click the Instances tile to view a list of your schedules and publications, along with their status. At the top of the page, you find controls to filter the list by date, status, scheduled object type, or name.
You can select a successful instance to view the report output, such as a PDF or Excel file. If an instance fails, you can review the error details to find the cause of the problem.
Let's Summarize What You've Learned
- Access schedule options using the General and Report Features tabs to define destinations, recurrence, and document formats.
- Choose from multiple destinations, including email, file system, and cloud storage, for scheduled document delivery.
- Set flexible recurrence patterns, such as hourly, daily, weekly, monthly, or specific calendar dates.
- Select output formats like Web Intelligence, Excel, PDF, CSV, and more for scheduled documents.
- Manage and monitor scheduled instances, review outputs, and troubleshoot errors from the Instances page.