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  4. Scheduling – Once Off Schedule
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  4. Scheduling – Once Off Schedule
  1. Home
  2. Knowledge Base
  3. Scheduling
  4. Scheduling – Once Off Schedule

Scheduling – Once Off Schedule

Reports and dashboards can be scheduled to run automatically at a given time/date, or on multiple occasions.

Setting a Once-Off schedule allows you to set a report or dashboard to run once, immediately, or on a given date and time.

Reports and dashboards are a more formal way of displaying information captured in an Ad Hoc View.  Reports and dashboards allow you to share the information with authorised persons who may not have access to the BI system.



Creating a Once-Off Schedule

Step 1. Create or find the required report in the Repository.

Step 2. Right Click on the required report or dashboard.

Step 3. Select Schedule… from the list.

Right Click Report


Step 4. On the Scheduled Jobs page, select Create Schedule.

Create Schedule


The New Schedule page is displayed.

New Schedule page


Step 5. Select On Specific Date:

On Specific Date


Step 6. Click on the calendar icon next to the On Specific Date: field


A calendar is displayed


Step 7. Select your required date and time

Select Required Date and Time


When selected on the calendar the details are added to the On Specific Date: field.


Step 8. Leave Recurrence Type: = None

Step 9. Click Save

The Save window appears

Save Window


Step 10.  Enter a Name and description for the Scheduled Report or Dashboard

Name and Description


Step 11. Click Save

The Scheduled report or dashboard is now listed

Schedule List


Step 12. Find the Report or Dashboard in the repository.

Notice the report or dashboard now has a schedule icon next to the name

Schedule Icon

Tip: You can click on the icon to view the Schedule information.



Further Information

For further information refer to the following articles:

Updated on April 19, 2018

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