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Planview Customer Success Center

Can you have multiple schedules on a report?

Can you have multiple schedules and/or multiple default prompt values on a report?


Each report can only have one base schedule at this time. However, what you can do is set up multiple views for the report that have different schedules and prompt values.

To create a view for the report:
1) In the Reports tab, click the Actions arrrow next to the report name and click Edit Details.
2) In the Edit Details window, click Actions, Create Report View. Fill out the fields and click Save.
3) In the View window, click Report Options, Set. Set the prompt values as desired. Click Run Report, Save.
4) In the View window, click Report Schedule, fill out the fields for the schedule, and click Save.