You can set the same schedule for multiple entries by creating a job. A job identifies a collection of reports, report views, agents, and other jobs that are scheduled together and share the same schedule settings. When a scheduled job runs, all the entries in the job run.

Jobs contain steps, which are references to individual reports, jobs, agents, and report views. You can specify whether to run the steps all at once or in sequence.

You can schedule a job to run on a specific time, on a recurring basis, or based on a trigger, such as a database refresh or an email.

The individual reports, jobs, agents, and report views in steps can also have individual schedules. Run options for individual step entries override run options set for the job. You can set run options for the job that serve as the default for step entries that do not have their own run options.

If you are an administrator, you can also include content store maintenance and deployment imports and exports in a job. For more information, see the Administration and Security Guide.

Permissions required to include an entry as part of a job vary depending on the type of entry but are the same as permissions for scheduling an entry.

  1. Click the new job button.

  2. Type a name and, if you want, a description and screen tip for the job, select the location in which to save the job, and then click Next. The Select the steps page appears.

  3. Click Add.

  4. Select the check boxes for the entries you want to add and click the right arrow button. You can also click Search, and in the Search string box, type the phrase you want to search for. For search options, click Edit.

  5. When you find the entry you want, click the right arrow button to list the entry in the Selected entries box and click OK. When the entries you want appear in the Selected entries box, click OK. To remove entries from the Selected entries list, select them and click Remove. To select all entries in a list, click the check box in the upper-left corner of the list. To make the user entries visible, click Show users in the list.

  6. If you want to change run options for an individual entry when it runs as part of the job, click the set icon. To return to defaults for individual entries, click the delete button.

  7. Under Submission of steps, select whether to submit the steps All at once or In sequence. If you select In sequence, the steps are executed in the order they appear in the Steps list. If you want the job to continue to run even if one of the steps fails, select the Continue on error check box.

    Tip: To change the order, click Modify the sequence, make the changes, and click OK.

  8. If you want to specify default run options at the job level, under Defaults for all steps, click Set.

  9. If you want to override defaults, select the category and select the Override the default values check box and select the default options you want for the job and click OK.

  10. Select the action you want:

    A job is created and will run at the next scheduled time.

    Note: If a job item says Unavailable, the entry for the item is not available. To select a different link, click Link to an entry. For more information on links, see “Select a Link for an Entry“.

 
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