Administration Guide › Scheduled Reports › How to Schedule a Report Job › Select a Report Template

Select a Report Template

The first step in creating a report job is the selection of the report template. If you want to schedule multiple report jobs that share the same filters, scheduling, and destination settings, you can do so by selecting multiple reports or tags as templates.

If you select multiple reports the jobs display separately by report. For example, if you select two individual reports, they share the same scheduling and filter options, but are displayed separately, titled by the report name, in the Generated Reports list.

Users with the Administrator role can create report jobs in a disabled state for later use. User with the Administrator and Analyst roles can enable and disable jobs at a later time. Disabled reports display the value false in the Enabled column when viewing the Scheduled Reports tab.

To select a report template

1. Enter a job name.
2. Select the time zone you want to schedule the report in from the time zone drop-down menu.
3. Select the Reports or Tags option button to select reports by tag or individually.

   Note: Scheduling reports by tag lets you add reports without altering the job itself. If you select the "Identity Management" Tag, any report with that tag is added to the job at the scheduled run time. This feature also applies to custom tags.

4. (Optional) Select a tag or tags to narrow the tags and individual reports displayed. This feature matches the behavior of the Report List.
5. (Optional) Clear the Enabled check box to create this report job in a disabled state. The Enabled check box is marked by default.

   Note: The ability to create a disabled report job is designed for use with recurring reports. If you clear the Enabled check box for a job, and create that job with a single occurrence ("Now" or "Once") it is removed from the Scheduled Report list.

6. (Optional) Select the Retain after expiry check box to retain the report configuration after the report is generated.

   Note: After the report is generated, you can edit the report template and reschedule the report.

7. Select the tags or individual reports you want to use as report templates, and use the shuttle control to add them to the Selected Reports area.
8. Advance to the scheduling step you want to complete next, or click Save and Close.

   If you click Save and Close the report is scheduled, otherwise the step you select appears.

More information:

Tag Tasks

Create an Advanced Event Filter

How to Set Result Conditions

Set Scheduling Parameters

Choose Report Query Target

Enable and Disable Scheduled Report Jobs