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With your reports organized and running, the next step is making them work automatically. This guide covers how to create jobs, schedule reports for recurring delivery, and set up bursting to send each recipient only the data relevant to them.
One of the most powerful aspects of Intelligence is the ability to automate report delivery, so reports come to you or others on a regular basis without any manual effort. Here is a phrase worth remembering: set it and forget it. This guide walks you through everything you need to know to automate and manage your reports in Intelligence.
How to Create a Job
A Job in Intelligence lets you group multiple reports together and run them all at once. This is especially useful when you have a set of reports that must always be run together.
Scheduling and Bursting
Scheduling and bursting allow you to automate report delivery, so reports reach the right people at the right time, without any manual effort on your part.
Think of it like a pizza delivery. Do you want the whole pizza delivered, or do you want it cut into pieces before it arrives?
Scheduling takes one report and delivers it in full to one or more recipients on a recurring basis.
Bursting takes that scheduled report and divides it into pieces, delivering each recipient only the slice of data that is relevant to them.
How to Schedule a Report
How to Schedule a Report with Bursting
Note: Only Cognos Professional Author and Business Author roles can schedule reports. Bursting requires Professional Author permission. If you need to update your reporting role, refer to the Intelligence: Settings guide.
Check Scheduled Reports
Once your reports are scheduled, it is important to check on them regularly to confirm they are running successfully. This video shows you how to check the status of your scheduled reports and troubleshoot if something did not go as expected.
That's the full Intelligence Guide. You've covered everything from getting oriented to automating report delivery. For ongoing resources, training, and community support, visit the Reporting Hub on the SAP Concur Community.
Unlock the Full Power of Your Data
SAP Concur Data Services and Consultative Intelligence give your organization access to advanced reporting capabilities, custom report development, and dedicated analyst support. Learn more about Data Services and Consultative Intelligence.
Have a question? Visit the Intelligence FAQ on the SAP Concur Community for answers to common questions across the full guide.
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