Creating and managing schedule reports

As an administrator, you have the ability to schedule and run single or multiple reports. On the Reports tab, you have two new options - MANAGE SCHEDULES and SCHEDULE REPORTS - giving you greater control and flexibility to organize, automate, and track your reports.

Scheduling reports

To schedule single or multiple reports, perform the following:

  1. Navigate to the Reports tab and click SCHEDULE REPORTS. The Schedule Reports dialog is displayed.

  2. Enter the name in Schedule Name.

  3. Select the Report Name - single, multiple or all the reports.

  4. Enter the description in Description.

  5. Perform one of the following for Recurrence:

    1. ONCE - select this option if you want to run the report(s) only once.

    2. WEEKLY - select this option if you want to run the report(s) every week.

      1. Select the Days of the Week on which you want the report(s) to run.

    3. MONTHLY - select this option if you want to run the report(s) on a particular day of every month.

      1. Select the Day of the Month on which you want the report(s) to run.

  6. Enter the Start Date or click the calendar icon to pick the start date.

    NOTE: Ensure to set the Start Date to a future date.

  7. Enter the End Date or click the calendar icon to pick the end date.

  8. Select the Timezone, Hours, Minutes, and Time Period from the drop-down.

    NOTE: By default,

    • the timezone is determined based on the user's browser preferences.

    • the scheduled time is taken two minutes ahead of user's system time.

  9. Click CREATE.

You can view the details of the newly created schedule in the MANAGE SCHEDULES.

NOTE: Scheduling reports constrains

  • Duplicate schedules are not permitted. If you create a schedule with same recurrence type, report, and execution pattern as an existing one, the following message is displayed:

    A duplicate schedule already exists with the same configuration.

  • Similar schedules within a 24-hour time frame are restricted. To prevent duplicate schedule creation within a short timeframe, the system applies a 24-hour restriction. If you attempt to create a schedule during this period, the following message is displayed:

    A similar schedule already exists within a 24-hour restricted window. Please modify the schedule and try again.

  • Maximum of three schedules per report is allowed. To ensure optimal system performance, a maximum of three active schedules can be created per report. If this limit exceeds, the following message is displayed:

    You have reached the maximum limit of 3 schedules for this report. Please delete an existing schedule to create a new one.

 

Managing schedules

Navigate to the Reports tab and click MANAGE SCHEDULES. The Manage Schedule lists all the schedules you have created so far. The details include - Schedule Name, Report Name, Recurrence, Time, Status, Start Date, and End Date. Each schedule includes options to edit and delete the schedule.

Editing a schedule

  1. In the Manage Schedules, click the edit icon for the schedule you want to edit. The Edit Schedule dialog is displayed.

  2. Update the schedule as required and click SAVE.

    You cannot modify Report Name and Recurrence - ONCE, WEEKLY, and MONTHLY.

Deleting a schedule

  1. In the Manage Schedules, click the delete icon for the schedule you want to delete. A confirmation dialog is displayed.

  2. Click Delete in the confirmation dialog to delete the schedule.