Scheduling Reports in Oracle Fusion Cloud

Three ways to schedule reports in Fusion

1. BIP Scheduler: built into BI Publisher, runs reports on a time schedule and delivers output via email, FTP, or content server.

2. Oracle ESS (Enterprise Scheduler Service): submits BIP reports as enterprise batch jobs. Used for standard Fusion reports — accessible via Scheduled Processes work area.

3. OTBI Agents: monitors data conditions and triggers OTBI analyses delivery when conditions are met (data-driven scheduling).

BI Publisher scheduling

In BIP: open a report → Schedule. Configure:

• Schedule: one-time, hourly, daily, weekly, monthly, custom cron
• Parameters: set fixed values or prompt users before each run
• Delivery: email recipients with subject/body, FTP location, or BIP server
• Output format: PDF, Excel, CSV

Scheduled jobs appear in BIP’s Job History — check here for failures and output files.

ESS Scheduled Processes

For standard Oracle reports (payroll runs, PO import, period close):

1. Navigator → Tools → Scheduled Processes
2. Schedule New Process → search for the process name
3. Set Advanced parameters → Recurrence (frequency) and Notify (email on completion/failure)

Most Fusion batch reports are submitted this way. The Scheduled Processes work area shows status, output, and logs.

OTBI Agents: condition-based delivery

An OTBI Agent runs an analysis and delivers results when data meets defined conditions:

1. Create an analysis with a filter (e.g. Invoice Status = OVERDUE)
2. Create an Agent: Shared Folders → New → Agent
3. Configure: analysis to run, condition (deliver only when rows > 0), schedule, delivery
4. Recipients receive an email with the analysis results attached or as a link

Agents are ideal for exception reporting — “notify me when overdue invoices exceed threshold.”

Output delivery for compliance

For audit and compliance scenarios, configure BIP to deliver reports to Oracle Content Management (UCM) rather than email — this creates an immutable, searchable archive of all generated reports with timestamps.

Monitoring and alerting

For critical scheduled reports (period-end financial reports, payroll), set up notifications on both success and failure. A missed run is as bad as a failed run — the ESS notification configuration emails the submitter’s manager on failure.