Create a scheduled report
create_scheduled_reportSaves a data slice as a scheduled report that runs daily, on weekdays, weekly or monthly at a time in the user's time zone and builds a Smart View workbook (kind smartview) or a CSV file (kind csv). The file waits on the Schedules page until it expires, behind a sign-in to the portal by the owner or an organization admin. I store the definition under this user's connection and policy and return the Schedules page link and the next run time; nothing reaches Oracle until the first run, and every run shows on the Activity page under the user's name. Use it when the user wants the numbers they are looking at as a file every morning, every Monday or on a day of the month. Pass the same slice arguments as export_data_slice. For a write, I require a preview first, then confirm: true and its confirmationToken. The token lasts ten minutes and works once.
Tool call template
Replace each placeholder with a value matching the input schema. Only required parameters are included; add optional parameters as needed.
{
"id": 1,
"jsonrpc": "2.0",
"method": "tools/call",
"params": {
"arguments": {
"name": "<name>",
"every": "<every>",
"at": "<at>"
},
"name": "create_scheduled_report"
}
}Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| at | Yes | The time of day in the schedule's time zone, as HH:MM on the 24 hour clock, for example 07:30 | |
| pov | No | Members for any other dimension, for example { Version: "NSP_Base", Currency: "USD" }; dimensions you leave out use their top member | |
| kind | No | smartview (the default) builds an Excel workbook laid out as a Smart View grid; csv writes the rows as a CSV file | |
| name | Yes | A short name for the report, unique per person, for example Revenue by month | |
| rows | No | Dimension names to put on rows, e.g. ["Account", "Department"]. Defaults to the account dimension. | |
| year | No | Year member, e.g. FY26 or FY24 | |
| every | Yes | daily, weekdays (Monday to Friday), weekly (on weekday) or monthly (on dayOfMonth) | |
| entity | No | Entity member, e.g. North America. Goes to the cube's entity-like dimension (Entity, Subsidiary, Company). | |
| period | No | Period member or comma-separated list, e.g. Jan, Q1 or TP1,TP2,TP3. Member functions such as ILvl0Descendants(YearTotal) work. Defaults to level 0 members under YearTotal. | |
| account | No | Account member or comma-separated list, e.g. Revenue or Descendants(Net Income). Defaults to all level 0 accounts. | |
| appName | No | Application name. Defaults to the connection's application. | |
| columns | No | Dimension names to put on columns, e.g. ["Period"] or ["Period", "Scenario"]. Defaults to the period dimension. | |
| confirm | No | Set true after the user has approved the previewed change | |
| weekday | No | For weekly: 0 (Sunday) to 6 (Saturday) | |
| planType | No | Cube (plan type) to export from, e.g. Plan1 or NSP_NFS. When the application has one cube it is used; with several, pass one. Otherwise Plan1. | |
| scenario | No | Scenario member, e.g. Actual, Plan, NSP_Actual | |
| timezone | No | An IANA time zone such as America/Toronto, Europe/London or UTC (default America/Toronto); ask the user when unsure | |
| connection | No | Connection id or label from list_connections. Defaults to the user's default connection. | |
| dayOfMonth | No | For monthly: 1 to 28, so every month has the day | |
| planningData | No | Set true to read through the application's form engine (Smart List labels, form-level security) instead of the plain cube export. The cube export is the default because the form engine returns nothing when a parent member is in the point of view. | |
| confirmationToken | No | Single-use token from this exact preview. Send it with confirm: true after the user approves. It expires after ten minutes. |