I have scheduled several reports. Can I have them sent in other formats such as Excel, HTML, or PDF files?
Analytics, Scheduled Reports
Oracle Service Cloud
Report subscriptions can be sent in HTML format using one of the following three options:
- as an HTML attachment (with the images and charts in the report stored on the server)
- as an HTML email with the images and charts stored on the server
- as an HTML email with the images and charts sent in the email
Note: If the recipient may not have access to the server that stores the images and charts, it is best to use the format that includes the images and charts right in the email.
You can also schedule reports to be sent as attachments to the email in the following formats:
- Excel XLS attachment
- CSV attachment
- XML attachment
- Image attachment
- PDF attachment
Of the four formats above, only the Image and PDF attachment format allows charts and graphs to be sent. The Excel, CSV, and XML formats should not be used if you need to send a chart with the scheduled report.
You can add scheduled reports by opening the report for editing and then selecting Scheduling in the Properties section of the Home ribbon. When you click the Add Scheduled Report link, set the Format field to determine how the report will be sent to your recipients.
For more information on scheduling reports, refer to Answer ID 1796: Subscribe people to receive reports.
See also, the 'Scheduling reports' section in online documentation for the version your site is currently running. To access Oracle Service Cloud manuals and documentation online, refer to the Documentation for Oracle Service Cloud Products.