Report Schedules

Schedule Table

The Schedule Table is at the top of the Schedule tab and will display a list of all currently configured schedules and actions. A single report can have multiple scheduled times and actions configured, allowing it to be saved with different parameters, at different times, and with different actions.

Creating a scheduled report is easy. To add a new schedule click on the Add  icon on the top-right corner of the Schedule panel. In doing so, you've created a new Schedule which can now be configured. To remove any rows, simply select the row in the table and click the Delete  icon on the right side of the panel. To configure the schedule, select it, and fill in the tabs below the table: Schedule, Parameters, and Actions. 

Schedule Tab

The Schedule tab is where the scheduled time is set for the report to run. Schedules are driven via Crontab formatted strings, a popular scheduling format used in computing. The intuitive user interface allows you to set schedules easily, even if you are not familiar with Cron. The Schedule GUI provides some convenient pre-made Common Settings. If there isn't a setting for you in the Common Settings combo box, choose one that is close and then simply customize it using any of the selection boxes below. 

You can also enable or disable the schedule by checking the Enabled option in the lower left side of the panel.

Parameters Tab

The Parameters tab is where you can override the default values of your parameters when the schedule runs. You can alter these default values to tailor scheduled reports without having to change the Report's design or configuration. For instance, imagine a report which summarizes how many widgets a factory produced during a given shift. Rather than create a separate report for each shift, you can create multiple schedules (one for each shift) and simply alter a shift parameter. Using Parameters and Schedules, users can avoid creating multiple reports while keeping projects more maintainable.

Each parameter of the report will be listed. They can either be set to their default parameter value by selecting the checkbox, or they can be customized by deselecting the checkbox and specifying a parameter value to pass in at the time the scheduled action executes.

For example, we can deselect the Default checkbox for a parameter and override it to the value of a Reporting/ActiveRun Tag by typing {Reporting/ActiveRun} in the field below.

Actions Tab

The Actions tab is where you can set up actions that will run following the generation of a scheduled report. There can be any number of Actions associated with a Schedule, covering virtually any requirement for automatically storing, distributing, or notifying upon completion of the report. Each action has its own custom configuration interface to make adding and editing Actions simple. To learn more about how to configure Actions, refer to Scheduling Actions.

The Actions you can perform following report generation are the following:

• Print File - Configure print settings which execute when the report is generated. This is often used to create hard copies of reports automatically.
• FTP - Send your report to a file server for backups or storage. Automatically backs up your reports to a service.
• Save File - An easy way to save a report to a location on your local Gateway computer or shared network drive.
• Email - Email your report to a list of email addresses or users with specific roles. You can configure the Subject, Filename, and Body of the email.
• Run Script - A Run Script Action provides the ability to fully customize how a finished report is handled. The Run Script Action provides the report's data as well as the bytes generated according to the Format option in the configuration panel.

With any of these scheduling actions, you also have the option of running the report immediately, by clicking the Double Arrow  icon next to the action.