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:

Next, select New Schedule:

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

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:

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:

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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.

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