Reports › Scheduled Report Runs › Define or Edit Scheduled Report Run Properties

Define or Edit Scheduled Report Run Properties

You can edit the properties of scheduled report runs that have statuses of "Cancelled" or "Completed" using the Report Properties page. Otherwise, you can only view report run properties.

Report run properties include scheduling and notification information, and any parameters that lets you tailor the data gathered by the report.

Note: If a report is scheduled to run only once, you can only edit its properties prior to the scheduled run time.

To define or edit a scheduled reports run's properties

1. Select Reports and Jobs from the Personal menu.

   The Reports: Available Reports page appears by default.

2. If you are editing the schedule of an existing report run, click Scheduled Reports subtab.

   The Reports: Scheduled Reports page appears.

3. Browse for or filter available reports or scheduled runs.

   The reports display in the list.

4. Click the name of the report you want to define or edit the run properties.

   The Report Properties page appears.

5. Change the properties as desired in the following sections of the page:

   General

   Defines the name of the report to run. For submitted scheduled runs, a display only report ID and status is displayed.

   Parameters

   Specifies the parameters used to run the report. The parameters that are displayed vary based on the report you have open. If this section is not displayed, then no parameters were defined by your CA Clarity PPM administrator. Click Save Parameters to save the defined set of parameters for reuse and then complete the following fields, and click Submit:

   • Saved Parameters Name. Defines the name for the set of parameters you are saving.
   • Add To My Reports. Indicates if this report is added to your My Reports portlet.

   The saved report parameters display on the Reports: Available Reports list page below the report type from which it is based.

6. In the When section, complete the following:

   Immediately

   Specifies if you want to run the report now.

   Default: Selected

   Scheduled

   Specifies if you want to schedule the report to run later.

   Default: Cleared

7. If you schedule the report to run, enter the following:

   Start Date

   Defines the date when the report will run.

   Start Time

   Defines the time in hours and minutes when the report will start to run.

8. To run the report at a recurring time, do the following:
   1. Click the Set Recurrence link.

      The Recurrence window opens.

   2. Define the reoccurrence of the selected report run:

      Weekly

      • On. Defines the day of the week (Sunday through Saturday) on which the report run starts.
      • Months. Defines the month (January through December) on which the report run starts.
      • Recur Until. Defines the date until which the report run is to recur.

      Monthly

      • Days of the Month (1-31). Defines the specific day (range 1-31) each month on which the report run is to start.
      • Months. Defines the month (January through December) on which the report run starts.
      • Recur Until. Defines the date until which the report run is to recur.

      Use UNIX crontab entry format

      Defines the schedule in UNIX Crontab format. For example: 0 0 1,15 * * tells CA Clarity PPM to run the report at midnight on the 1st and 15th of every month.

      Note: See Sun Microsystem’s documentation web site for more information on the UNIX Crontab format and special character usage.

   3. Click Submit.

      Changes are saved and the Reports: Available Reports page appears.

9. Change the properties as desired in the following sections of the page as desired:

   Notify

   Select the users or groups who should receive report status notifications.

   Sharing

   Specify the users and groups who can view the generated report.

10. Submit your changes.

More information:

View the Status of Scheduled Report Runs

Scheduled Report Runs