Revision as of 04:23, 3 August 2016

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Previous article in this series: Report Design Layout

Overview

Reports can be scheduled to run at a set interval, which will produce a PDF or CSV file that is emailed to specified email addresses.

Any report other than a statistics report can be scheduled. The reports that can be scheduled produce a grid of results.

Procedure

1. The Analyst who will be doing this procedure must have Reports Access enabled on their account, or they will not see the Reporting tab.
2. Click the Add button . The Name dialog will open:
   

   
   

3. Enter a name for the schedule in the Name field. Note that this is not necessarily the same as the report name.
4. Select a report in the Report menu.
5. Click a checkbox for the type of file attachment you want.
6. Click the Save button .
7. The Schedule dialog will open:
   

   
   

8. Configure a start date (default is the current date) in the Starting From menu.
9. Click the Daily, Weekly or Monthly radio button, then configure the remaining applicable settings.
10. Click the Save button .
11. The Report Email Body dialog will open:
    

    
    

12. Enter the email addresses to which the report will be emailed, separated by a semicolon, in the Sent to field.
13. Enter a subject in the Subject field.
14. Enter a body in the Body field.
15. Click the Save button .

Modifying a Scheduled Report

Name and Attachment Type

1. In the Manage Scheduled Reports list view, click the ID in the ID column, the name in the Name column, or the report in the Report column.
2. The Name dialog will open:
   

   
   

3. Make changes and click the Save button .

Schedule

1. In the Manage Scheduled Reports list view, click the date in the Last Run Time column or the schedule in the Scheduling column.
2. The Schedule dialog will open:
   

   
   

3. Make changes and click the Save button .

Email Configuration

1. In the Manage Scheduled Reports list view, click the email button for the schedule.
2. The Report Email Body dialog will open:
   

   
   

3. Make changes and click the Save button .

Deleting a Scheduled Report

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1. Click the Delete button for the applicable schedule.
2. In the confirmation dialog, click the Confirm button .