The scheduling module is made up of a few key parts.
SMTP servers
An SMTP server is a computer that is configured to send emails. You will need to set one up so that reports can be delivered to your users.
Report distribution
Anaplan XL allows two different ways to set up the recipients for a report. The first is ideal for where the report needs to be sent to one or two people. Type in the email addresses and it's ready to go.
The alternative is to use either the groups built into your Domain, or to set up custom external groups. These are slightly more complex to set up, but once set up, it's easy to create new reports with the same recipients. Review SQL Repository for details on how to set up Groups.
Schedules
A schedule defines:
- Which reports get sent.
- Who they are sent to.
- When they are sent, such as once, daily, weekly, or monthly, on days of your choosing.
If you wish to have a different set of reports go to different people, then this would be a new schedule.