Scheduling provides a way to automatically run reports on regular basis. Access to the scheduling features of the solution is controlled by a single site-wide license. Once a system is licensed, any number of schedules and reports can be created.

A single schedule can be  configured to run multiple reports using different filters and date ranges. when a schedule has run the reports configured, it can deliver them by email to one or more people or save the reports to a share on the network.

Permissions

Users can be given access to schedule reports through the security profile that has been assigned to their user account.

Once a user has been given access to schedules, they can create their own schedules as well as managing any other schedules created on the system.

 

Shared Filters & Reports

Only shared filters and reports can be added to a schedule. This is because schedules are a system wide entity and so to make sure that any user with permissions can access and edit schedules, they are restricted to using only filters and reports that are also accessible by all users.

If a filter or report that is currently being used in a schedule is deleted by a user, the user will first be alerted to the fact the filter/report is in use and will be given the opportunity to cancel the delete operation. If the filter or report is deleted, it will be removed from the schedule.

 

Schedule History

The schedule history is visible from the main schedule page on the website. It gives a list of schedules that have run with information on how long they took and whether they completed successfully or not. If the schedule fails, a guide to what caused the problem (Share access / email server connection failure etc..) should be visible.

 

Running Now

If required, a schedule can be executed immediately by selecting the more icon (  ) and selecting 'Run Now' from the menu. Running a schedule in this manner will not change the automated schedule.