New Scheduling Functionality and Editing of MyFavorites Coming Soon

We are making enhancements to MyReports to allow the editing, scheduling, and email delivery of reports saved as MyFavorites. Scheduling reports will provide greater flexibility in report delivery options and will reduce the number of steps required to run reports for recurring data needs. Benefits include:

  • One or more MyFavorites can be scheduled for delivery on a recurring basis
  • Schedules include an option to run MyFavorites monthly after the campus month-end close
  • Scheduled reports will be delivered to one or more UCSF recipients via email

In addition, MyFavorites will be enhanced to make it easier to update stored MyFavorites filter criteria and MyFavorites names.

This new functionality will be available on the Manage MyFavorites tab. A new job aid, Managing and Scheduling MyFavorites in MyReports, will be available in the MyReports section of the Controller's Office website prior to the release of the enhancements. Additional announcements about this new functionality will be sent via the MyReports listserv.