Using Reporting › How to View and Manage Reports › Manage Report Schedules › Schedule a Report

Schedule a Report

You can schedule a report to run one or more times at a specific time of the day, week, or month.

Note: The following procedure is for report servers running Tomcat. The procedure varies slightly for IIS report servers.

Follow these steps:

1. Right-click a report name and select Schedule.

   Note: You must have the appropriate authorization to schedule reports or the Schedule option is not displayed.

2. Enter a report title, and click Recurrence.
3. Select one of the following options from the Run Object drop-down list, and click Database Logon:

   Now

   Runs the report immediately when you click Schedule.

   Once

   Runs the report once on the specified date.

   Hourly

   Runs the report every specified number of hours and minutes within the specified start and end dates.

   Daily

   Runs the report every specified number of days within the specified start and end dates.

   Weekly

   Runs the report every week on the specified days within the specified start and end dates.

   Monthly

   Runs the report every specified number of months within the specified start and end dates.

   Nth Day of Month

   Runs the report on the specified day of every month within the specified start and end dates.

   1st Monday of Month

   Runs the report on the first Monday of every month within the specified start and end dates.

   Last Day of Month

   Runs the report on the last day of every month within the specified start and end dates.

   X Day of Nth Week of the Month

   Runs the report on a specified day of the specified week of every month within the specified start and end dates.

   Calendar

   Runs the report based on the selected calendar. Custom calendars can be created in the Central Management Console.

   The Database Logon page appears.

4. Enter information in the following fields and click Parameters:

   User

   Specifies the user name to access the database.

   Password

   Specifies the password to access the database.

5. Enter information in the following panes, and click Save:

   Important! If you see other parameters or panes in the prompt page, then your administrator has not enabled the CA SOI custom prompt pages. Contact your administrator.

   Edit Report Title

   Enter the report title in the Report Title field. You can accept, replace, or append the default title.

   Select Services

   Select the services to include in the report, and move them to the Selected Services list. Alternatively, select All to include all services in the report. Select SLAs to include when generating the Service SLA Summary report. This pane only appears for reports that require you to specify services or SLAs to include.

   Note: If the selected object name contains an apostrophe, the report does not return any data unless it is selected by using the All option. Contact the owner or creator of the service, SLA, or other object to rename or recreate the object without an apostrophe if you want to report on it independent of the other objects.

   Select Date Range

   Configure the date range using the following drop-down lists:

   Select Range By

   Specifies the type of time period for the report. Select Pre-Defined Time Period and select a time period to use, select Last and select a number of days or hours, or select Specific Date Range and enter a specific start and end date.

   Time Zone

   Specifies the time zone to use for the report.

6. Skip the Filters page.

   Important! Do not change any settings on the Filters page.

7. Click Format.
8. Verify that Crystal Reports is selected in the Format Options drop-down list, and click Destination.

   Note: Using any other option can cause unexpected results.

9. Select one of the following from the Destination drop-down list and click Events:

   Default Enterprise Location

   Specifies that the report instance is saved in the default enterprise location.

   Note: For more information about defining the default enterprise location, see the Business Objects documentation.

   Business Objects Inbox

   Specifies that the report instance is saved in the Job Server's default location or the Inbox of the user or group you specify if you clear the Use Default Settings check box. Select Shortcut in the Send As section for this option to work.

   Email Recipients

   Sends the report instance to the user configured in the Job Server's default or the email address specified in the To field if you clear the Use Default Settings check box. You can also specify a subject line, a message body, and whether attachments are included.

   FTP Server

   Specifies that the report instance is saved in the Job Server's default location or the FTP server host specified in the Host field if you clear the Use Default Settings check box. Provide a port number and access credentials for the FTP server.

   File System

   Specifies that the report instance is saved in the Job Server's default location or the directory specified in the Directory field if you clear the Use Default Settings check box. Provide a user name and password to access the directory's host server.

10. Click Print Settings.
11. Select whether you want to print to PDF always or use the Crystal Reports settings (if you have Crystal Reports installed).
12. Leave the Print Crystal reports when scheduling check box clear unless you want the report to print automatically.
13. Select the page layout settings from the drop-down list and configure based on your selection.
14. Click Events.
15. Select one or more events from the Available Events box and click the arrow to move them to the Selected Events box. Custom events can be created in the Central Management Console.

    The selected events are displayed in the Events to wait for and Events to trigger on completion boxes.

16. Click Scheduling Server Group.
17. Specify a Server Group by selecting the appropriate option button. The default selection is the first available server.
18. Click Schedule.