Creating a Report Schedule with Customized Email Notifications

Objective

After completing this lesson, you will be able to demonstrate how to set up a report Schedule for automatic delivery using customized notification emails.

Scheduling Reports

There may be times when a user, or even a group of users, may need the same report on a recurring basis, like weekly, monthly, quarterly, etc. By using report Schedules, organizations are able to establish a recurring, automatic report execution that delivers the report to those users based on a set schedule and cadence.

Delivery Types

There are three delivery types, or formats, the scheduled report can be delivered in. When a report schedule is created, a delivery type is selected which determines if the report should be emailed through a downloadable URL, as an Attachment, or sent via SFTP.

URL	The URL delivery type provides a temporary hyperlink within the schedule report email where users are able to download the report file. The URL becomes inactive after a period of time, ensuring only the most accurate data is available. Note: If a URL report schedule has not been accessed for an extended period of runs, the schedule’s creator is notified and the URL schedule is deactivated.
Attachment	By default, companies can send up to 25 scheduled Attachment reports within a 24-hour period. Once the limit of 25 is reached, the 26th report is sent as a URL instead.
SFTP	Secure File Transfer Protocol (SFTP) report option allows scheduling the execution, runtime, and location of your reports automatically. SFTP is a secure file transfer protocol that uses secure shell encryption to provide a high level of security for sending and receiving file transfers.

Schedule a Report

At WorkingNet Networking Inc., a manufacturer of data networking equipment, Mateo, and employee of the Program Office, continues to get the same report requests every month from a group of managers. He decides the reports should be scheduled to run automatically each month and delivered to the group of managers.

He asks you, WorkingNet’s administrator for SAP Fieldglass, to set the report schedule.

ExerciseStart Exercise

Customized Scheduled Report Email Notifications

Report email notifications from SAP Fieldglass are customizable. Tailoring the language, formatting, and content that accompanies a scheduled report can help provide clarity on the purpose of the report and context for the data within it.

Customize an Email Notification for a Scheduled Report

After scheduling the Current Worker Details report for the group of hiring managers, Mateo notices that the email notifications are very general and may be missing some crucial context. To help, he investigates how to customize the messaging being sent out with the Report URLs.

As the Administrator for SAP Fieldglass, here is how you would customize the message that accompanies a scheduled report.

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Summary

Report Schedules automate recurring report execution and delivery on a set cadence.
Delivery Types: URL (temporary download link), Attachment (max 25), SFTP (secure file transfer via SSH).
In the Admin Menu’s Messaging section, administrators can customize notification emails for scheduled reports by editing the subject line and body, adding dynamic variables, and configuring basic branding and formatting.

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