How do I save and schedule a Performance Management report?

If you run the same OPM report(s) with any regularity, consider saving the report and then scheduling it to run at a set frequency. This section describes how to save and schedule the delivery of your OPM reports.

To save and schedule a report in the OPM module:

1. Click Admin > Performance Management > OPM Dashboard.
2. Click  tab.

3. Select a report from either My Reports or Reporting Engines.
   • If running a report from My Reports, click the [+] to expand a category, and select a report.
   • If running a report from Reporting Engines, select a report.
     
4. Use the provided fields to enter your search criteria and click .
5. After the report has returned its results, click the floppy disk  icon.
6. Enter a report Name and check the Schedule Delivery box.
7. Select a frequency (How often), Delivery Format, initial start date (Starting When), and Date Range.
8. Click Save to finish saving and scheduling the OPM report.