Administration Guide › Reporting › Running a Report › How to Schedule a Report › Schedule a Report

Schedule a Report

You can plan to generate and view a report periodically, based upon your business needs. To schedule a report, select any default report and specify the schedule parameters for the selected report.

Follow these steps:

1. Log in to the User Console with reporting privileges.
2. Select Reports, Reporting Tasks, and Request & View a Report.

   A list of reports appears.

3. Select the report that you want to request.

   A parameter screen appears.

   Note: If you are requesting for a Non-Standard Accounts Trend Report, contact the Tenant or CSP administrator to capture a snapshot.

4. Select the Snapshot Time or Report ID

   Snapshot Time or Report ID

   Specifies the latest snapshot instance that is used to generate the report. If you want to view a report of existing snapshot data, a Report ID for the earlier snapshot data is created. For example, if the hosting administrator sets the snapshot capture time for every hour, your second request after the given time interval creates a Report ID to view the old snapshot data.

5. Select the other report parameters.

   Note: Select the wildcard (*) to include all the parameters in the list.

6. For a Non-Snapshot related report such as Audit details, specify the time in numeric value. For example, if you want to schedule report for every two weeks, specify as 2 in the field.
7. Click Schedule new job.

   Parameters related to scheduling appears.

8. Enter the following values:

   Job Name

   Specifies the name of the job you want to create or modify.

   Time Zone

   Specifies the server time zone.

   Note: If your time zone is different from the server's time zone, a drop-down box is displayed so you can select either your time zone or the server's time zone when scheduling a new job. You cannot change the time zone when modifying an existing job.

   Daily schedule

   Specifies that the job runs every certain number of days.

   Every (number of days)

   Defines the number of days between that the job runs.

   Weekly schedule

   Specifies that the job runs on a specific day or days and time during a week.

   Day of Week

   Specifies the day or days of the week that the job runs.

   Monthly schedule

   Specifies a day of week or day of month that the job runs on a monthly basis.

   Yearly schedule

   Specifies a day of week or day of month that the job runs on a yearly basis.

   Advanced schedule

   Specifies additional scheduling information.

   Cron Expression

   For information about filling out this field, go to the following website and search with keyword cronexpression:

   http://www.opensymphony.com

   Execution Time

   Specifies the time of day, in 24-hour format, that the job is run. For example, 14:15.

9. Click Submit.

   The system confirms the report schedule. If the selected report is configured with an e-mail notification, an e-mail is sent when the task completes.