View Scheduled Reports

The Schedule Report option enables you to view a list of reports that have been set up to run on a specified schedule.

Before you start

Users for whom the Schedule Report option is selected can access the Schedule Report option from Core Application. Note that you cannot provide access privileges for users in a new user type.

Be aware of these points:

• There is a limit based on the file size that can be sent through emails (The email size cannot exceed 2MB). If the configured report causes this size to go above the limit, the report is truncated so that the size is within the limit.
• If the report is truncated due to size, the email also contains a note stating that the size exceeded. The note also suggests that the type of report be changed and/or the filters applied can be modified so that the size of the report is within the limit.
• If a scheduled report is deleted, the changes are updated only on the following day.

These improvements were made:

• Schedule report functionality for existing users
• Removal of the survey reports as the survey functionality is not available for users

Schedule report functionality for existing users

Existing users configured with schedule report in legacy manage can now access schedule reports from Core application.

1. Click Configuration. In the Configuration window, select Dashboards. This image shows the Configuration window:
2. Click Schedule Reports from the Actions menu. This image shows the Configuration window. The Schedule Reports window is displayed.
3. Make sure users who have privilege to access schedule report also have access to Dashboards from the Configuration window.
   Note: You cannot configure view or edit access privilege for a new user type in Update 21A. Existing user types that have access to scheduled reports will have the same access privilege in Update 21A. However, new users cannot modify the existing privilege in Update 21A

Initial report scheduling is handled by your system administrator.

To view scheduled reports:

Here's what to do

1. Select the Navigation button.
2. Select Schedule Report from the navigation pane.

   A list of the reports that have been scheduled to run on a recurring basis by the system administrator appears.

   This screenshot displays the Schedule Reports page showing the list of all scheduled reports.

   
   
   

Results:

This table provides the elements in the Scheduled Report and their description:

Column	Description
ID	The unique identifier for this report.
Report name	The name of the report.
Start Date	The start date of the reporting period.
End Date	The end date of the reporting period.
Report Type	The format of report to be sent or saved (CSV, HTML, XML, PDF).
Time	The time that the report was run.
Recurrence	How often this report is run. You cannot run or modify any recurring reports.
Action	To view the details of the settings for an individual report (View).