Report Scheduler

Report Scheduler

By selecting the Report Scheduler, you can:

  • Schedule reports being emailed to a recipient at a set time or on a recurring schedule
  • Specify the report, the user to be the recipient, the start/end dates, and the frequency
  • View and modify previously defined reports that have been scheduled

Use for quarterly meetings, proactively notifying management or audit committees, and more!

To schedule a report: select Report Scheduler under Administration on the left navigation pane:

report scheduler

Next, select New Schedule:

new schedule

The below page will appear to define the settings for your report schedule:

report scheduler full

The following describes the attributes that can be defined:

Attribute Option Required Description
Send Type Select List Yes Choose either Email or SFTP (see below for SFTP settings)
Email Settings     If Email is the type chosen.
Email To email Yes The recipient of the email.
Email From email Yes The email address that will be used to send the report.
Email Subject text Yes The subject of the email.
Body text No Other content that you might want to include with the report link.
SFTP Settings     If SFTP is the type chosen.
Host text    
Port text    
Username text    
Password text    
Path text    
Name text Yes The name of the schedule.
Report to Send Selectlist Yes The report to schedule.  Once you select a report to schedule here and schedule, the link to the report will be included in the body of the email (after you schedule, you can select edit to open the schedule to see the link as it appears to the recipient).
Format Selectlist Yes The format of the report.  Either: Excel,Comma Delimited or Excel - 2003 or previous versions or Tab Delimited.
Run As User Lookup Yes The user that you want the report to be started by (if a named user is not needed, just create a general user account of your choice and then add here. i.e. Integrify System.)
Frequency Selectlist Yes Select to either One Time or Recurring (if recurring, see the optional fields below)
Schedule Status Selectlist Yes The status of the schedule.  Either Scheduled or Inactive.  
Start Date Calendar Yes The start date of your scheduled report.
Hour Selectlist Yes The hour of the day to start your report.
Minute Selectlist Yes The minute of the day to start your report.
AM/PM Selectlist Yes

AM or PM.


If choosing Email for Send Type:

If choosing SFTP for Send Type:

sftp settings

If choosing to schedule a recurring report, you will be able to define the following settings:



Below are the attributes.

For more information on understanding the GMT/UTC Server Setting Timezone (for Integrify Cloud customers) and how to relate to your timezone, please see the process scheduling example.  

Attribute Option Required Description
Run on a Recurring Schedule      
Months Selectlist No Choose to recur in intervals of months.
Days Selectlist No Choose to recur in intervals of days.
Hours Selectlist No Choose to recur in intervals of hours.
Minutes Selectlist No Choose to recur in intervals of minutes.
Run at Specific Times      
On Day(s) of Week Selectlist No Choose specific day(s) of a week to run
On Month(s) Selectlist No Choose to recur on a specific month of the year.  You can choose multiple months here.
On Day(s) Selectlist No Choose to recur on a specific day of a month.  You can choose multiple days here.
On Hour(s) Selectlist No Choose to recur on a specific hour of the day.  You can choose multiple hours here.
On Minute(s) Selectlist No

Choose to recur on a specific minute of the hour.  You can choose multiple minutes here.

Date/Time to Deactivate Schedule      
End Date Calendar Yes The End Date for the scheduled process.
Hour Selectlist No The End Hour of the scheduled process.
Minute Selectlist No The End Minute of the scheduled process.
AM/PM Selectlist No AM or PM.


The Report Scheduler offers many different options and combinations for scheduling your report.

If you are defining a recurring report, you must choose an End Date and either one option from the Recurring Schedule section or the Advanced (specific units) section or options from both.

NOTE: military time (24 hour clock) must be used when configuring the Run at Specific Times - On Hour(s) setting. Ex. when scheduling a run at 3:00pm, set the On Hour(s) to 15. 

Below is an example of how you might schedule a report to be emailed:

save image

Note: A semicolon should be used as a separator, If sending the Report to multiple User's Emails.

Note: If you are not receiving your scheduled reports in your email, this troubleshooting article may help: Why am I not receiving scheduled reports?  You may also want to check that the user account that is configured to execute the reports in the schedule has permission to access and run the selected report. 

Note: Make sure the "if server restarts launch process" switch is enabled for recurring reports. If this switch is disabled recurring reports will not run after the server reboots.