Scheduling – Report Schedule Settings

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  3. Scheduling – Report Schedule Settings

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

Report Schedules can be configured with particular settings, including recurrence, report parameters, output options and notifications.

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

 

Instructions

Changing Report Schedule Settings

Once you have saved the initial schedule, there are additional parameters, output options and Notifications you can configure.

 

Parameters

Step 1. Create a schedule for a report.

Step 2. Navigate to the report in the Repository.

Step 3. Click on the Schedule (clock) icon next to the report

Schedule Icon

The currently scheduled jobs are listed

Report Schedule List

 

Step 4. Click on the edit (pencil) icon next to the schedule

The schedule information is displayed, with the schedule tab in focus.

Report Schedule

 

Step 5. Select the Parameters tab.

Parameters Tab

 

The parameters (filters) built into the Report’s Ad Hoc View are listed.

Change the parameters as required.

 

Step 6. Select the Output Options tab

Output Options Tab

 

Step 7. Select the required format for the report (defaulted to PDF)

Step 8. Select whether to overwrite files (only the most recent report is available), or choose Sequential File Names by timestamp (all reports run will be stored in the Repository.

Step 9. Scroll down to Output Destination

Select required Output destination e.g. Output to Repository

Click Browse to change the location in the Repository.

 

 

Step 10. Select Notifications tab

Notifications Tab

 

Notifications allow you to send an email notification whenever the scheduled report runs.

Step 11. Save any changes

Further Information

For further information refer to the following articles:

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