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Planview Customer Success Center

Scheduled Reports

 

Access this view to schedule reports to run at a stated time and to email them to specified people.

Select Scheduled Reports from Configuration and existing reports are listed:

 

For a listed report, click   then:

Open

to edit the details.

Clone

to create a record based on an existing one.

Delete

to remove the record from the list.

 

Click Add to create details. Records are processed over tabbed forms.

Scheduled Reports General tab

Scheduled Reports Recipients tab