Scheduling a Report Job

Navigation: Tools > Reports

 

Tip: There are two ways to schedule a report job. You can use:

• The Scheduler. See Scheduler, Creating a Job, for instructions. 

• The Report Composer. See Scheduling a Report Job directly below for instructions.

 

1. From the bottom navigation bar, click Tools
2. Click Reports. The Reports Manager will display.
3. Click +Run. The Report Composer will display.
   
   
   

 

Input

1. Click   to choose a Smart Search for your report. The Smart Search Picker will display.
   
   
   
   
2. In the Search field, enter the name of the smart search you want to use or scroll through the list on the page
3. Check the box to the left of the Name
4. Click Choose. The Smart Search will appear in the Input field.
   
   
   

 

Output

1. Click . The Report Picker will display.
   
   
   
   
2. In the Search field, enter the name of the report you want to use or scroll through the list on the page
3. Check the box to the left of the Report Name
4. Click Choose. The Report will appear in the Output field.
   
   
   
   
5. Click Schedule Report. The Report Job Composer will display.
   
   
   

 

Using the Report Composer to Create a Report Job

Details

1. Name: Enter the name of your report job
2. Report: The name of your report 
   
   Tip: The Report field defaults to the name of your report that you are scheduling.
   
   
   
   
3. Start Date and Time:
   
   
   1. Click
   2. Select the first date you want to run the report
   3. Click
      
      
      
      
   4. Select the first time you want to run the report
      
      
      

4. Time Zone: Select the time zone from the Time Zone dropdown menu
5. Active: The Active box is checked by default. 
   
   Tip: If you want to pause a scheduled report, uncheck the box next to Active.
   
   

 

Occurrences

6. Frequency
   
   If you want to run your report one time:
   
   
   1. Click Select 
   2. Click On Date. The Date and Time fields will display.
   3. Click  
   4. Select the date you want to run the report
   5. Click
      
      
      
      
   6. Select the time you want the run the report
      
       
      
      

If you want to run your report multiple times:

1. 1. Click Select 
   2. Click how frequently you want to run the report. The appropriate Day, Time, and End Date fields will display.
   3. Complete the details, as needed
      
      Tip: To schedule more than one type of occurrence, click .
      
      Tip: To remove an occurrence(s), click  . 
      
      Tip: If a day does not exist in your recurring schedule (e.g., February 29), the report job will not run.
      
      
      

 

Exclude

7. Date
   
   
   1. Click   
   2. Select the date that you do not want to run the report
      
      Tip: You can add as many exclusion dates as needed by clicking (e.g., If you run a report on the first day of every month, you can exclude January 1, New Year’s Day.)
      
      
      

 

Action

8. Override Action Date with the Date when this Job Runs: When the box is checked, the action date will match the date your report was run.
   
   Tip: If you want the action date to ALWAYS be the date you created your report, rather than the date your report was run, uncheck the box.
   
   
   

 

Notifications

9. Notify me every time the job runs: If you want to receive a notification once your report runs, whether it’s successful or contains error(s), check the box
   
   Tip: This is the default setting.
   
   
10. Only notify me when the job contains errors: If you want to receive a notification when your report runs only if your report contains error(s), check the box
    
    
11. Notify me one week before the job runs: If you want to receive a notification one week before the first time your report is scheduled, check the box
    
    Tip: We recommend that you use this notification to double-check your report settings are still accurate.   
    
    
12. Notify me on the last scheduled run date: If you want to receive a notification when your report is run for the last time, check the box
    
    
13. Recipient’s Email: Enter the email address(es) of each staff member who should receive the notification(s)
    
    Tip: If multiple staff members will be receiving a notification(s), make sure to use a comma to separate each email address.
    
    
    

 

Schedule Preview

1. Click Month, Week, or Day to select your preferred calendar view 
2. Depending on the view you’ve selected, use the Navigation Arrows to scroll from month to month, week to week, or day-to-day 
3. Click Save Changes. Once your report has been saved, a banner will be displayed telling you that a Scheduled Job has been Created/Updated.
   
   Tip: The preview calendar will display all of your scheduled run dates and times
   
   
   

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