Report Designer/Schedule

The Report Designer/Schedule page allows users to

• View scheduled deliveries

• Add, copy, and remove schedules

Methods of Delivering Scheduled Reports

Delivery Method	Recipient Options	Delivery Options	Sending Location	Applied Filters
Subscription	Self (Current User)	Scheduled Alert Scheduled Reporting Item	Subscription Button in Report Viewer Subscription Button in Report List	Configured in Subscription Scheduler window
Scheduled	All Users, Others and Self	Scheduled Alert Scheduled Reporting Item	Schedule Tab in Report Designer	Configured in Report Scheduler window
Instant Delivery	All Users, Others and Self	Instantly delivered report via email	Email Button in Report Viewer Email Button in Report List	Currently configured filters in report

View Schedule List

1. In Report Designer, click Schedule in the left menu.

2. Summaries of existing schedules are listed together with delivery options.

3. Each schedule can be edited, copied or deleted using the icons in Action field.

4. New schedule can be added using the Add Schedule button above the list.

Fig. 143 Report Schedule List

Note

To delete multiple schedules at the same time, tick the checkbox in front of them then click the delete icon above the list (that looks like a waste basket).

Search for Schedules

Fig. 144 Report Schedule Search

1. Select a field to search in from the drop-down, default is All.

2. Enter a partial text and click the search icon (🔍).

3. Only matching schedules will be displayed.
   

Add a Schedule

Click the Add Schedule button above the list to open the Add Schedule pop-up.

1. Enter a name for this schedule.

2. In Schedule tab:

   1. Select Scheduling Type:

      • Scheduled Alert: delivered only if report has data at scheduled time.

      • Scheduled Reporting Item: delivered regardless whether it has data or not at scheduled time.

   2. Select desired time zone.

   3. Select a start date in the future.

   4. Enter the start time (some common values can be quickly selected from the pre-defined list).

   5. Select a common recurrence period from the list, or select Custom Recurrence to define a different one.

   

   Fig. 145 Report Schedule

3. In Delivery tab, select:

   • “Email” Delivery Type: send the report to the email address of selected users.

     1. Select Delivery Method: email a Link, email an Attachment, or email with Embedded HTML body.

     2. Customize the default template if necessary.

   • “File Location” Delivery Type: save the report as a file.

     1. Delivery Method is Send to disk.

     2. Select the Export File Type: PDF, Word Doc, Excel or CSV.

   

   Fig. 146 Report Schedule Delivery

4. Optionally re-select values for report filters.

   

   Fig. 147 Report Schedule Filter

5. Click OK to close Add Schedule pop-up.

6. Click Save at the top to save the Report.