The Schedule tab enables report owners to create a schedule to automatically run user-defined reports and save the results as PDF or XML files, automatically save the report in the Document Manager, and to specify whether to email the report results to the report owner or to specified users and groups.
In this field: | Do this: |
|---|---|
Enable Scheduled Report Runs | Select this checkbox to enable scheduling of automatic report runs. Define the following parameters. |
Output Format | Specify the format of the scheduled report results: PDF or XML. |
Frequency | Specify the frequency with which the report will be run: Daily: Runs once at the end of the day (23:59:59). Weekly: Specify the day on which the report will be generated, e.g., from previous week Saturday (00:00:00) to this week Friday (23:59:59). Monthly: Specify the date on which the report will be generated. If the scheduled date is past the last day of the month (e.g., the 31), the report will automatically be generated on the last day of that month. E.g., monthly (08/04/06) frequency should take last month (07/05/06 00:00:00) to this month (08/04/06 23:59:59). Quarterly: Generated at the end of each calendar quarter. E.g., data generated end of Q2 should be Q2 (04/01/06 00:00:00) to end of quarter Q2 (06/30/06 23:59:59). Q1 is Jan to March, Q2 is April to June, Q3 is July to Sept, Q4 is Oct to Dec. Yearly: Report is generated at the end of the calendar year. E.g., data generated end of 2006 should be 2006 01/01/06 00:00:00 to 2006 12/31/06 23:59:59. |
Range of Recurrence | Choose the range of recurrence of the scheduled report: No end date: The report will be generated according to schedule indefinitely. End by: A date after which the scheduled report will not be generated. |
Auto-email as attachment to report owner | Select to have a PDF or XML copy of the report emailed to the report owner after generation. You can select this option and Auto-email as attachments to users and groups at the same time. |
Auto-email as attachments to users and groups | Select to have a PDF or XML copy of the report emailed to selected users and groups. Click Select, specify the users and groups, and click OK. You can select this option and Auto-email as attachments to report owner at the same time. Note: If a user is selected twice, as an individual user and as a member of a selected group, the user will receive only one email. |
Saved Result Log | Select this check box to save the report in Unifier, where you can view it at your convenience |
Document Manager | Use these options to save the report in the Document Manager. In the Save as field, Unifier shows the name of the report; however, you can enter another name for the report if you want. In the Location field, click Select and choose the folder in the Document Manager in which the report should be saved. (You must have permissions to the folder.) |