Scheduling and managing View reports
This feature is currently available as a Private Preview only
During a Private Preview, only customers who have agreed to our Private Preview usage agreements can access this feature. Additionally, the features documented here are subject to change and / or cancellation, so they may not be available to all users in future.
For more information about our Private Preview releases, including the level of Support offered with them, see: Feature release types.
In addition to manually exporting your Views as PDFs, you can also schedule automated emails to be sent with the View report PDFs attached. These emails can be sent on a daily, weekly, or monthly basis, with the ability to customize the email and the PDF settings for each report.
The following is an example of an Order Management Report email:
External content in View reports
For security reasons, any content on your Views that tries to load from websites other than your Celonis domain will not display correctly. This security measure helps protect against risks associated with loading data from external sources. For example, images or data from other sites won't load. Only content from your Celonis domain is allowed.
Enabling View reports
Before you can schedule View reports, the feature must be enabled within the View settings. To enable View reports, click View Settings - Reports:
Once View reports are enabled, the following user access is available:
Analysts: Users with Analyst permissions can view all scheduled reports for this View, either within the View or in the published App.
App users: Users with App permissions only can only view the reports they have scheduled in the published App.
Scheduling View reports
To schedule View reports within the View or published App:
Click Share or export View - Schedule reports:
Choose your scheduling settings:
Add recipients: Choose who will receive the emailed reports from this view. Either select from team members or enter comma separated email addresses. You can also include reply to, copied, and blind copied addresses for the reports.
Set a schedule: Configure the frequency and delivery times of the report emails.
Define email: Customize the subject, body, and attachment name for your email.
PDF settings: Configure how your PDF report looks and what information it includes. For settings and examples, see: View reports - PDF settings.
Click Schedule Reporting.
The report schedule is set and begins on the configured date and time. The schedule is then displayed on the Manage all Reports page, with further information available here: Managing View reports.
Email address, domain, and encryption
The reports you schedule using this feature are sent from or with the following:
Address: noreply@celonismail.com
Mailed-by: mail.celonismail.com
Signed-by: celonismail.com
Encryption: Standard encryption (TLS)
We recommend adding the celonismail.com domain to your allowlist, preventing the emails being flagged as spam.
When configuring your View reports, you have the following PDF settings available:
Tabs
Choose whether to export all tabs or select specific tabs to export. When multiple tabs are selected, each tab will be displayed on a separate page in your PDF by default.
In this example, two tabs are being exported as two pages in the PDF:
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Page orientation
Set the layout of the page to either landscape (horizontal) or portrait (vertical).
As a comparison, this is the same View exported in both landscape and portrait.
Landscape
Portrait
Paper size
Select from:
A4
Letter
Tabloid
Custom (in mm)
In this example, a smaller custom size has been entered and the view is resized:
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Scale
Adjust the scale of your View within the page, meaning the content is scaled up or down proportionally. By default, this is set to 'Fit to page'.
In this example, the scale is set to 'Fit to page' and the View is adjusted:
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Include page number
Choose whether to display the page number that the viewer is currently looking at. This is displayed on the bottom right of the PDF.
In this example, the viewer is currently looking at the 1st page (of 3).
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Note that the page selector controls only the export preview, this is not an alternative including the page number.
Show export date and time
Choose whether to stamp your export with the date and time the View was exported. This is displayed on the bottom left of the PDF.
In this example, the View was exported on 8/20/24 at 8:46 PM UTC.
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Once a View report has been scheduled, you can manage it from within the View by clicking either Share and export View - Manage all Reports or using the Reports icon:
You can then manage the individual schedules by clicking Options and selecting from the following:
Edit Report: This enables you to edit the scheduling settings, such as frequency and PDF settings.
Delete permanently: This deletes the scheduled report from your View, with no recovery possible. Once a scheduled report is deleted, it must be manually created again.
Activate / Deactivate: This either starts, restarts, or stops the schedule from running, depending on the current state of the schedule.
