Schedule Reports
When you schedule reports, the software runs them automatically at the defined time. You can also configure it to send email notifications to other users when a report completes. You define the run times and notification recipients during schedule creation.
To create a report schedule, navigate to Reporting Intelligence > Reports Center > Schedules and click the Create Schedule button. The software displays the following sections where you need to complete schedules configuration.
General
In Create Schedule > General, you need to provide general details for the e-mail notification, such as:
Name
Subject
Report Delivery Format
From Name - to indicate what schedule sender name appears in e-mails.
Message - to define the message users receive in the notification e-mail.
Additionally, you need to enable the Enable Schedule toggle so that the software runs the chosen reports at defined time. If you also enable the Send Notifications toggle, the software sends e-mail notification to selected users. You will select users later.
To proceed further, click the Next button. The software takes you to the Reports section.
Reports
In the Create Schedule > Reports section, you need to select the reports that you want to include in the schedule. The software runs the selected reports at a scheduled time.
If you have no reports you can run, click on the Add Reports button.
To continue creating a schedule, click Next. The software takes you to the Schedule section.
Schedule
In the Create Schedule > Schedule section, you define the time and frequency with which the software runs the selected reports.
Define the following properties:
Frequency
Day of Week
Time
Timezone
Start Date
End Date
Once all properties are defined, the software displays the Schedule Summary. You can verify the correctness of the data and click Next to define e-mail notification recipients.
Users
This step is optional.
In Create Schedule > Users, you can define who receives e-mail notifications when the selected reports are run. To add users do the following:
Click the Add Users button. The software displays a modal with users to add. You can use the search option to find desired users quickly.
Enable the checkbox next to selected users.
Click Add.
You have added users as recipients. You can proceed with adding groups by clicking Next. Adding Groups is optional. If you haven't selected any groups, click Save. The created schedule appears on the list of Report Schedules. The reports in the schedule run in designated time and with designated frequency.