Create a report schedule

To create a new report schedule, follow these steps:

1. Click Reporting > Report Schedule > Create New Schedule.
2. Type the name of the new report schedule in the Name field.
3. Select the Owner for this report schedule. The owner is the operator by default. You can change this value only if you are a Report Administrator.
4. Type the description of the new report schedule in the Description field.
5. Select the dashboards or reports for which you want to schedule notifications. By default, you can add up to five reports and dashboards to a scheduled task. You can change the default value of Max reports/dashboards per scheduled task from Reporting > Administration > Report Settings.

6. Set the other properties for the report schedule.

   Component	Description	Table field	Content
   Export to	Selects the method to send the notification.		Two methods are available: Email notification by sending the PDF files, and the file server to save the generated files.
   Page Direction	Selects the page direction of the exported file.		Two directions are available: Portrait and Landscape.
   File Type to Save	Selects the file types to save the notification.		Two file types are available: the PDF and the HTML types. This component is only activated when you have selected file server as the exporting method.
   Next Event			Shows the next event for this report schedule.
   Recent Histories (30 days)	Lists the tasks which have been run during the last 30 days.		Shows the task detail message.
   Rule	Sets the rules for the schedule.	On an arbitrary schedule	If this option is selected, the regular schedule definition is not displayed and you need to provide specific time for the schedule.
   		Range of recurrence	Specifies the effective period of this report schedule.
   		Recurrence	Specifies the recurrence of this report schedule.
   		Start time	Specifies the start time of this report schedule.
   Email	Sets the properties for the Email notification.	Subject	The name of the Email notification that is sent to the recipients when the action occurs.
   		Email To/ Groups	The user or user group who receive the email notification.
   Workflow	Shows the status of current report schedule.		There are three types of the report schedule status: planning, scheduled, and retired.
   Activities	Shows the activities related to this report schedule.		The activities show the information about who has created, or updated the report schedule, and at what time.

7. Click Add. A unique report ID is automatically assigned to this report and displayed in the Schedule ID field.

To update an existing report schedule, follow these steps:

1. Click Reporting > Report Schedule > Search Schedule.

   Note Report Administrator can search all report schedules while others can only search their own schedules.

2. Use search or advanced search to find one or more record schedules. A list of report schedules opens.

3. Select a report schedule from the list.

4. Update the required information.

   The following list describes the phases in the schedule lifecycle and their corresponding system actions:

   • Planning -> Scheduled: the task will be generated and the schedule cannot be updated
   • Scheduled -> Planning: the scheduled task will be removed and the schedule is editable again
   • Scheduled -> Retired: the scheduled task will be removed and an email notification will be sent to the schedule owner
   • Planning -> Retired: an email notification will be sent to the schedule owner
   • Retired -> Planning: the schedule can be updated and saved

5. Click Save. A message appears that confirms that the record schedule is updated.