Run or Schedule a Report to Run

How to Run or Schedule a Report to Run › Run or Schedule a Report to Run

Run or Schedule a Report to Run

The Available Reports page lists all reports that a user or administrator can access and can run immediately or can schedule to run later. The report type is the user view of the report definition. Each available report has a corresponding definition and one report type. From this view, you can select a report type and can set the run criteria. You cannot delete or remove available reports.

The scheduled report runs let you set up recurring schedules for your frequently viewed reports. By scheduling the reports to run in advance, the updated reports are available when you need them.

Note: If you have personalized the Overview page to display the My Reports portlet, you can add and run any available report from this portlet.

Follow these steps:

Open Home, and from Personal, click Reports and Jobs.
Specify the filter criteria, or click Show All to view a list of all available reports.
Click the name of the report you want to run or schedule.
Complete the requested information. The following sections require explanation:

General

Edit the report name. For scheduled runs, you can change the name to distinguish each instance of a run. For example, Retailing Banking - Monthly Rate Extraction run.

For submitted scheduled report entries, a read-only job ID and status are displayed.

Parameters

Set the parameters as desired. This section appears only if your CA Clarity PPM administrator defined the parameters. Click Save Parameters to save the defined set of parameters for reuse. The saved parameters display in the list on the Available Jobs list page below the report type from which it is based.

When

Defines the interval on which the report runs.

Select Scheduled to run the report later. To run the report at a recurring time, click the Set Recurrence link.

You can also set the recurrence of a scheduled report by using the UNIX Crontab. To use crontab, select Use UNIX Crontab Entry Format and enter the schedule. For example:

0 0 1,15 * *

means run the report at midnight on the 1st and 15th of every month.

You can use the crontab option on Windows, Linux, and Unix operating systems where the CA Clarity PPM instance is running. When you use this option, the scheduled configuration takes the server system time where the CA Clarity PPM instance is running.

Note: For more information about the UNIX Crontab format and special character usage, see the Oracle Documentation.
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