Scheduled Reports

You use the Agents to schedule your reports. This can be done by creating an Agent from the New/Create drop down from the Menu Bar or selecting Agent from the Actionable Intelligence Menu Folder. The Agent created must first be saved and can be used to schedule the report under the My Folder or the Shared Folders. Visualizations cannot be scheduled at this time.

As a best practice it is recommended that all Agents and the corresponding Analysis be saved under the Shared Folders directory. Any moving or renaming of the folder structure, or of the Agent/Analysis may result in agents getting disable and at times results in access issues to the Agents when trying to re-enable.

You may optionally compress your file output by using the “Compress output prior to delivery” option on the Output tab of the Schedule Report Job screen. This will produce and distribute a .zip file into email, SFTP or Object Storage.