Scheduling Reports


Overview

 

This section would help you to schedule reports, configure mail server and also perform the tasks associated with schedule management. The topics covered are  listed below:

Mail Server Configuration

 

The Mail Server Settings need to be configured before you proceed with Scheduling Reports. Follow the steps given below to specify the mail server details:

Scheduling Reports

 

You can schedule the reports generation by adhering to the steps mentioned below:

Scheduler Creation

 

The Scheduler creation enables you to create a schedule based on the three criteria mentioned below:

 

1. Select Reports- The Select Reports feature comprises of three sections

2. Schedule Report Generation

 

The time span of report generation can be set based on your requirements. The duration  and time can be set with the following options:

3. Select the Report Format to be mailed

 

You can select the format in which you would like to have the report mailed. Select the PDF, HTML or CSVDE formats, based on your choice. The Storage Path link will enable you to specify the location where you would like the reports to be stored.

 

4. Email Address to send Reports

 

The email address of the recipient can be mentioned in this field. The report mails can be sent to Multiple recipients by separating their IDs by comma.

Tip: You can use the Send Test Mail option to confirm if the recipient email id is a valid one.

 

Click the SAVE button to add the schedule to the schedule reports list.

 

View Scheduled tasks

 

Click the View Scheduled Tasks link to see the list of tasks you have scheduled.

 

Scheduled Reports History

 

Click the Scheduled Reports History link. to view scheduled reports details from the Report Center. Details like Schedular name, Description, Configured OUs, Started Time, Schedular Status ( SUCCESS/ SKIPPED/ PROCESSING), Report Details and Message are available here. The Scheduled Reports link under Report Details gives you a zipped version of the scheduled report that had been generated.

 

 

Managing Schedules

 

The scheduled tasks once created, can be managed from the UI. From the schedules UI, you can

Enabling/Disabling a Schedule

 

At times, you would require to temporarily stop the generation of a scheduled report and would like to resume it again at some other point of time.

 

To disable a schedule,

To enable a schedule,

Deleting a Schedule

 

When a Schedule is no longer useful, you can delete it from the Schedule Reports list.

 

To delete a schedule,

Edit a Schedule

 

You can make changes to the existing schedule as may be required using the Edit option.

 

Follow the steps to edit a schedule:



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