Share Your Cost Perspective Report

Updated 1 month ago by Archana Singh

You can share the cost report of your Perspective with your stakeholders. Create a daily, weekly, monthly, or yearly sharing schedule. The report is sent as per the set frequency.

This topic describes how to create a schedule to share your Perspectives' reports.

In this topic:

Before You Begin

Create a New Report

You can create a schedule for sharing the cost report from your Perspective. Perform the following steps to create a schedule:

  1. In Perspectives, in Reports and Budget, click create new Report schedule.
  2. In Name, enter a name for your Perspective report.
  3. In Add a report schedule, select the timezone.
  4. Select the frequency for sharing the report.
    1. Daily: Select the time from the drop-down list.
      In minutes, you can select zero or thirty minutes only.
    2. Weekly: Select the day and time from the drop-down list.
    3. Monthly: Select date and time from the drop-down list.
    4. Yearly: Select the month, date, and time from the drop-down list.
  5. In Send report to, enter an email ID of the recipient.
    You can add up to 50 email IDs for sharing the report schedule. Email IDs are separated by a comma.
  6. Click Save.
  7. Once you're done, click Save Perspective.

Edit a Report Sharing Schedule

To edit your report sharing schedule, perform the following steps:

  1. Click Edit.
  2. The Report Sharing Schedule settings appear. Follow the steps in Create a New Report to edit the details of the schedule.

Delete a Report Sharing Schedule

Once a schedule is deleted, it cannot be restored. To delete your report sharing schedule, perform the following steps:

  1. Click Delete.
  2. Click Confirm Delete.

The schedule no longer appears in the Perspective Builder.


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