Setting Up Recurring Reports in SpearMart

Setting Up Recurring Reports in SpearMart

Setting Up Recurring Reports in SpearMart Slide 1 Setting Up a Recurring Report Export reports can be scheduled to recur on a regular basis Saved search exports can be scheduled to recur A saved search that uses a data range of Last Month or Last Week is eligible for recurring exports. Last Month - When you create a recurrence on a saved search with a date range of

Last Month, a monthly export is created. Monthly extracts should be available on the 2nd of each month. Last Week (Sun Sat) When you create a recurrence on a saved search with a date range of Last Week a weekly scheduled extract will be created. Weekly extracts will be queued to run Sunday at 12:01 am. Depending on the number of extracts scheduled completion time may vary, but should be available no later than Monday at noon. A recurring export can be configured only from a user's personal saved searches only.

Scheduled recurring extracts can be deleted and will expire one year from the date they were created. Slide 2 Setting Up a Recurring Report Log in to myFSU>SpearMart Then click the

Documents icon in the left column, Document Search, Search Documents Slide 3 Setting Up a Recurring Report When the search screen comes

up, it may be in the simple search format as shown above. Click the advanced search link under the blank field to expand so you have more fields to select from Then select the type of document you want to search for from the choices as shown

Slide 4 Setting Up a Recurring Report For this example, we are searching for all Purchase Orders processed on the Departments budget within the past month There are numerous options for these reports as shown below

Slide 5 Setting Up a Recurring Report To save this report, click Save New Search Slide 6

Slide 7 Slide 8 When you click to go to the download page, the item will show up with Pending status When the report has downloaded, you can click the blue link to open the report in Excel and save as needed You will get notified that you have a report ready each week or month when the scheduled report runs

Slide 9

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