Managing Scheduled Reports

Prerequisites Manage Scheduled Reports

The Reports Scheduler enables you to schedule OPERA Cloud reports to generate at a specified interval and frequency (example - every 2 weeks)

Note:

The Reports Scheduler can also be used to schedule transmission of reports via Secure FTP (SFTP) to a server.

Scheduling a Report

1. From the OPERA Cloud menu, select Reports, select Scheduled Reports, and then Manage Schedule.

2. On the Manage Schedule scree, click New.

3. Select Report : Enter search criteria to search for a report to schedule.

4. In the search results, in the Report column, click on the plus sign or click Expand All , select a report from the list and click Select.

5. Reports Parameter : Review and update the following criteria.

   1. Property: Select or confirm the Property.

   2. Date Range: Select the From and To date.

      Note:

      To setup a calculated date, see Set Date below.

   3. Filter: Select or enter the filter criteria.

   4. Include: Select the Include options.

   5. Layout: Select the Layout option.

6. Click Next.

7. Set Date

   You can setup a dynamic, calculated date value for any report date parameter by using date modifiers. Use the Validate Date option to evaluate your setup.

   1. Date Option: Select a value from the list.

   2. Offset.: Enter a negative (past) or positive (future) date value.

   3. Days: Select for a Days offset.

   4. Months: Select for a Month offset.

   5. Validate Date: Based on the current business date two dates are displayed:

      • If Report is Started on

      • Date Parameter Value

      When you update the If Report is Started on date value, the Date Parameter Value is indicated.

8. Repeat Interval:

   1. Start Date: Enter the date when you want the report schedule to Start.

   2. Start Time: Enter the time when you want the report schedule to Start.

   3. End Date: Enter the date when you want the report schedule to stop. ( null is indefinite).

   4. End Time: Enter the time associated with the End Date when you want the report schedule to stop ( null is indefinite).

9. Recurrence:

   1. Once Only: Select this option button if you want the report to be run only once. Otherwise, proceed to select the frequency option buttons.

   2. Repeat: Repeat the schedule according to the frequency and interval.

   3. Interval : Enter a number to indicate how many times the report should be run per hours, days, weeks, or months.

10. Frequency:

    1. Hours: Select this option button to run the report on an hourly basis. The Every field appears where you can enter the "every number" of hours you want the report to be run.

    2. Days: Select this option button to run the report on a daily basis. The Every field appears where you can enter the "every number of days" you want the report to be run.

    3. Weeks: Select this option button to run the report on a weekly basis. The Every field appears where you can enter the "every number of weeks" you want the report to be run.

       When Weeks is selected, the Days of the Week option buttons display. You can select the days of the week that you would like to repeat the report, based on the Start Date/Time.

    4. Months: Select this option button to run the report on a monthly basis. Several options provide further scheduling flexibility.

       • In the Every field, enter the every "number of months" you want the report to run. As an example, if 1 is selected, the report will repeat every month after the Start Date/Time. If the Start Date is 11/30/11 and the Time is 4:05 pm, the report will run every month on the 30th day at 4:05 PM.

       • When Months is selected, the Repeat option displays. You can select which week in the month you want the report to repeat after the initial Start Date and Time. You can select either the First, Second, Third, Fourth, or Last week you want the report to repeat. If the Second week is selected, the report will run every second week of the month at the time selected in Start.

       • When Week option is selected, the Days of the Week option buttons display. You can select the days of the week that you would like to run the report. Using our example, if you select Monday and Friday, the report will run the second week of every month, on Monday and Friday at 4:05 pm. If you have selected a week for Repeat, in our example, if you still want the report to run on a Wednesday, you will have to select Wednesday DOW.

    5. Days of the Week: (Only available when the Weeks or Months option button is selected.) Select the day, or days, of the week in which you want the report to be run (Monday, Tuesday, Wednesday, Thursday, Friday, Saturday, Sunday) on a Weekly or Monthly basis.

    6. Click Next.

11. Destination: By default report destination is PDF file. The file can be downloaded (previewed) from Report Scheduler > Executed Reports. To add a destination:

    1. Click New.

    2. Mode: Select the destination and provide the additional details.

       • Email : Enter an email address.

       • Printer: Select a printer from the list Configuring Printers.

       • SFTP: Enter SFTP address.

    3. Click Save.

Editing Scheduled Reports

1. From the OPERA Cloud menu, select Reports, select Scheduled Reports, and then Manage Schedule.

2. Enter search criteria and click Search.

3. In the search results, select the scheduled report and click the vertical ellipsis and select Edit.

4. Update the scheduled report configuration and parameters.

5. Click Save.

Deleting Scheduled Reports

1. From the OPERA Cloud menu, select Reports, select Scheduled Reports, and then Manage Schedule.

2. Enter search criteria and click Search.

3. In the search results, select the scheduled report and click the vertical ellipsis and select Delete.

4. Confirm Delete.

Pausing Scheduled Reports

1. From the OPERA Cloud menu, select Reports, select Scheduled Reports, and then Manage Schedule.

2. Enter search criteria and click Search.

3. In the search results, toggle the ON/OFF status button for the report in the list of scheduled reports.

To Force Run a Scheduled Report

1. From the OPERA Cloud menu, select Reports, select Scheduled Reports, and then Manage Schedule.

2. Enter search criteria and click Search.

3. In the search results, select the scheduled report and click the vertical ellipsis and select Run Reports.

• Prerequisites Manage Scheduled Reports