Scheduling – Once Off Schedule

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  3. Scheduling – Once Off Schedule
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  2. Scheduling
  3. 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.

 

Instructions

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

Calendar

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:

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