To create a new schedule, navigate to the schedules section of the website (sub menu below Reporting) and press the 'New' button. The schedule management form will appear to guide the user through configuring the schedules. The same form can be accessed to edit an existing schedule by hovering over the schedule in question and pressing the edit icon (  ).

Details

The details section request a name and description for the schedule. The name will be used to identify the schedule and must be unique. The description is not required, but can be used to store information about what the schedule is for.

Schedule

Schedule section outlines when the schedule should be run:

Start

The time at which the report will first be run, subsequent recurrences will then be calculated from this initial time.

End Date & Time (Optional)

If the schedule does not need to be permanent then and end date for the schedule can be entered here.

Recurrence - Minute & Hour

Selecting a recurrence of minutes or hours provides an additional option to enter the interval number (15 minutes, 2 hours etc). If required, the recurrence can then be limited to run between certain hours of the day and on certain day\days of the week.

For example: Run every 15 minutes between 9am and 5pm Monday to Friday only, this allows a small interval between the schedule running but restricting reports out of working hours.

Recurrence - Day

Selecting a recurrence of day allows you to have a schedule that runs once a day at a certain time. As with the Minute & Hour options specific days of the week can be select so that reports don't run at weekends for example

Recurrence - Week

Selecting a weekly recurrence allows schedules to run once a week or less frequently.

Recurrence - Month

A monthly recurrence allows schedules to be run once a month or less frequently. In addition to selecting the number of months between running, the frequency options allows a specific day number (e.g. 1st) of the month to be selected or a contextual day like the first Monday of the month for example.

Reports

The reports section allows one or more reports to be added to the schedule. To add a report, press the 'Add' button and populate the form that appears.

Select a report from the drop down and then configure the following properties:

• Filter -> Select a shared filter from the list is required
• Date Range -> Select a date range the report should be run for

The filter and date range selected will be used instead of the report's default filter and date range. It is important to use contextual date ranges when running reports although a custom date range is configurable if required. Contextual date ranges are needed because the schedule will be running repeatedly so setting a specific custom date range will mean the same report is run each time.

If more than one report is added to a schedule it will run the reports one by one and then move onto the action to deliver all reports in one go.

Action

The action section outlines what happens to the reports once they have been run by the scheduler. Reports can either be exported to a network share or emailed to one or more people. Select an action type using the drop down and then complete the necessary properties.

Whichever action type is selected, the same format options of .xls, .doc or .pdf are available.

Email

All the standard email options are available. Multiple email addresses can be entered into each of the address properties (To, CC, BCC) using a comma (,).

Export

Reports can be exported to any of the network shares that the MCS server has been configured for. If no network shares are available to select from the drop down list then they must first be added in the configuration section () of the MCS website.

After a share is selected, a sub folder path can be entered. The scheduler will attempt to create the sub folder if it does not already exist. If a sub folder has already been added on the network share configuration then any sub folder entered here will be appended to that sub folder.