Report Scheduling

Setting a Report Schedule

You can generate reports on a one-time or regularly-scheduled basis.

  1. Select Report Definitions in the Reports menu.

  2. Check the box for the report definition you want to schedule.

  3. Select Edit Schedule in the Schedule menu.

    • Engine Local Time: Specify the time you want to generate the report .

    NOTE: The selected time is based on the time zone in which the Engine is located, not the time zone of the workstation you use to access the Web Application.

    • Engine Local Start Date: Specify the date on which you want the report schedule to take effect.

    NOTE: Entering a start date does not mean the report generates on that date, it means the schedule starts on that date. If the Engine Local Start Date is set for a Monday but Schedule Recurrence is set for Weekly on Sunday, then the report itself does not generate until the Sunday following the scheduled Engine Local Start Date.

    • Schedule Recurrence: Set the frequency of generated reports.

      • Once: Select to generate the report one time only.

      • Daily: Select to generate the report at a designated time each day.

      • Weekly: Select and specify a day on which to generate the report each week.

      • Monthly: Select and specify a day on which to generate the report each month.

  4. Specify the scheduling parameters and click OK. The new schedule is displayed in the Schedule column of the Report Definitions page.

Editing a Report Schedule

  1. Select Report Definitions in the Reports menu.

  2. Check the box for the report definition you want to reschedule.

  3. Select Edit Schedule in the Schedule menu.

  4. Make the schedule changes you want.

  5. Click OK.

Clearing a Report Schedule

  1. Select Report Definitions in the Reports menu

  2. Check the box for the report definition with the schedule you want to remove.

  3. Select Clear Schedule in the Schedule menu.

  4. When the confirmation screen appears, clickYes. The status of the report definition appears in the Schedule column as Not Scheduled.