Use > Modeling > Modeling > Reports > Reports User Interface > Schedule Report/Snapshot Dialog Box

Schedule Report/Snapshot Dialog Box

This dialog box enables you to define a schedule for running reports, and then send them by email to specified recipients. You can also define a schedule for taking snapshots of a specific view. You can see the list of reports/snapshots that have been scheduled to run in the Job List Dialog Box.

To access

  • To schedule reports to run, select Managers > Modeling > Reports. In the Topology Reports or Custom Reports pane, select a report and click the Schedule Report button.

  • To define a schedule for taking snapshots, select Managers > Modeling > Reports. In the Topology Reports pane, select the required view, click the Snapshots button, and then select Schedule Snapshot. Alternatively, in IT Universe Manager, click the Snapshots button in the CI Selector, and then select Schedule Snapshot.

Relevant tasks

The following elements are included:

UI Element (A-Z) Description
Click to validate the Cron expression you entered in the Cron Expression box.
(Appears only when you select Day of Month.) Clears the selected dates in the calendar.
Actions

The available options are:

  • Mail. Sends the report to the mail recipient in the Send box.

  • Archive. Archives the report result in the database.

  • Save to File System. Saves the report to the UCMDB Server file system (in the UCMDBServer/Runtime folder). This option is only available when the path is configured, using the Report root folder setting in Infrastructure Settings Manager.

Note  

  • This feature is only available when defining a schedule for running reports.
  • You can select multiple options (for example, Mail and Save to File System).
Cron Expression Enter a Cron expression to schedule a job. For a description of the fields used in Cron expressions and examples of how to use them, see Cron Expressions.
Description A description of the scheduled job.
Ends

Select one of the following options:

  • Never. Do not specify an end date.

  • Until. Choose the date and time by which you want the action to stop running.

Note This element is not relevant if you define a report to run only once.
Formats

Note Available only when defining a schedule for running reports.

Select the format for the report. Available when you select the Mail or Save to File System options under Actions.

The available options are:

  • Excel. The report data is formatted as an .xls (Excel) file that can be displayed in a spreadsheet.

  • PDF. The report data is exported in PDF format.

    Note When exporting to PDF, select a reasonable number of columns to display to ensure that the report is legible.

  • CSV. The report data is formatted as a comma-separated values (CSV) text file that can be displayed in a spreadsheet.

    Note For the CSV formatted table data to display correctly, the comma (,) must be defined as the list separator. In Windows, to verify or modify the list separator value, open Regional Options from the Control Panel, and on the Numbers tab ensure that the comma is defined as the List Separator value. In Linux, you can specify the list separator in the application that opens the CSV file.

  • XML. The report data is formatted as an XML file that can be opened in a text or XML editor.

  • Direct Link. Send an email containing the report data as a direct link. (Only relevant for the Mail option.)
Locale Select the language for the report.
Name The name of the scheduled job.
Repeat

Select one of the following actions:

  • Once. Activates a job only once.

  • Interval. Runs a job on the basis of a fixed interval. You can select an interval of minutes, hours, days, or weeks.

  • Day of Month. Runs a job every month on the selected dates.

  • Weekly. Runs a job on a weekly basis. Select the day or days on which you want the action to run.

  • Monthly. Runs a job on a monthly basis. Select the month or months in which you want the job to run.

  • Yearly. Runs a job on a yearly basis.

  • Cron. Use a Cron expression to schedule a job. For a description of the fields used in Cron expressions and examples of how to use them, see, Cron Expressions.
Repeat every

(Appears only when you select Interval or Yearly.) Select a value for the interval between successive runs.

For example, if you select Yearly and then 2, the job runs every second year.
Repeat on

(Appears only when you select Day of Month, Weekly, or Monthly.) Select the days or dates on which to run the job.

For example, if you select Monthly and then January and July, the job runs on the specified date and time in January and July.
Report Enables you to select the Topology or Custom report you want to run. Opens the Select Report dialog box.
Send to

Note Available only when defining a schedule for running reports.

Define the recipients who can automatically receive scheduled reports through mail. Click the Open Address Book button to open the Message Recipients dialog box and select an mail recipient.

You can use the Add, Edit, and Delete buttons in the Message Recipients dialog box to modify the mail list.

Note The recipients that appear in the Message Recipients dialog box are updated with the email recipients defined in the Recipients Manager Page.
Server Time The exact server time according to the client's time zone.
Starts Choose the time and date when you want the job to begin running.
Time Zone Set the required time zone.

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