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

How to Schedule a Report Job

The process of creating a report job, using the report scheduling wizard, has the following main steps:

1. Opening the schedule report wizard.
2. Selecting report templates - To begin scheduling a report job, select the report or tag you want to use as a template. You can select a single template or tag, or multiple templates or tags.

   Note: You can schedule a report targeted to an external ODBC database. To do so, first configure connections to any ODBC databases you want, and create queries and reports that target those databases. No ODBC queries or reports are provided with installation.

3. Creating report filters - You can apply advanced event filters to customize your report returns further, as needed.
4. Setting date range and result conditions - You can set the date range you want the report query to search and other conditions.
5. Scheduling jobs - Set the day and time that reports are run for both single-occurrence and recurring reports. You can also choose from the available recurrence patterns.
6. Selecting a report format and destination - You can choose the report format you want and email delivery options.
7. Selecting a server - Select the server that the report queries, and whether the query extends to other federated host. This step is not required for external ODBC reports.

More information:

Open Schedule Report Wizard

Using Advanced Filters

Set Scheduling Parameters

Select Format and Notification Settings

Choose Report Query Target