Agent PushReportSchedules

Manage Schedules for Schedule Reports

In this view, you can create and manage schedules for scheduled reports (subscriptions).

• Schedules for report subscriptions define when and how often the report is to be generated and, if defined, sent out via email.

All existing schedules for the selected subscription are shown in a list. The schedules can be set to be recurring or to run one-time only.

If needed, it's possible to define several schedules for one subscription.

Note: If you have the system setting automatically create periods and choose to send the report on the first day of a new period make sure that the start time is set to a later time then the aggregation job. The aggregation job is usual run at night or early in the morning, please contact Servicedesk for more information.

How to - Show Schedules for Scheduled Reports

1. Click the role Application Maintenance
2. Click Push email settings > Scheduled reports
3. Click on the report you want to show/edit scheduled reports for

   • A list of all scheduled reports is shown

4. Click the Schedules tab

How to - Create a Recurring Schedule

1. Select what subscription to create a schedule for in the select subscription menu
2. Click add
3. Enter a name for the schedule, e.g. describing when and/or how often the scheduled subscription is run
4. Check the enable box if you want the schedule to be enabled
5. Select according to what time zone the schedule times are defined
6. Select the recurring schedule type to run regularly
7. The repeats menu defines how often the schedule is run; select monthly or weekly

   • If you select monthly - define in the occurs menu
     1. on what day of the month the scheduled subscription is to be run
     2. of what month interval the scheduled subscription is to be run, if you want the report to be sent out every quarter select every 3 months
   • If you select weekly - define on what weekday the scheduled subscription is to be run by checking the corresponding box

     • It's possible to select more than one weekday if you want to run the scheduled subscription more than once a week

8. Define the daily frequency; select Occurs once at or Occurs every

   • Occurs once at - the scheduled subscription is run once on that day
     1. Define at what time during the day the scheduled subscription is to be run
   • Occurs every - regularly during a defined time interval during the day
     1. In hours or minutes, select the frequency of how often to run the scheduled subscription during the defined time interval
     2. Define the time interval by entering a time to start at and a time to end at

9. Click save

How to - Create a One-Time Schedule

1. Select what subscription to create a schedule for in the select subscription menu
2. Click add
3. Enter a name for the schedule, e.g. describing when and/or how often the scheduled subscription is run
4. Select according to what time zone the schedule times are defined
5. Select the one-time schedule type to run the scheduled subscription once
6. Define the date and time for the one-time occurrence
   1. Define a date
   2. Define what time to start at
7. Click save

How to - Edit a Schedule

1. Select what subscription to edit a schedule for in the select subscription menu
2. Click edit for the schedule you want to change
3. Edit the necessary properties

   • For details on the settings, see the create a recurring schedule or the create a one-time schedule section above

4. Click save

Note:

• Recurring schedule, if updated the note for last run is not reset and the schedule will run next time the date and/or time occurs
• One-time schedule, if updated the note for last run is reset and the schedule will run with the new date and time set

How to - Disable/Enable a Schedule

1. Select what subscription to disable or enable a schedule for in the select subscription menu
2. Click edit for the schedule you want to disable/enable
3. Change the enable setting for the schedule

   • To enable - ensure that the box is checked
   • To disable - ensure that the box is not checked

4. Click save

How to - Delete a Schedule

1. Select what subscription to delete a schedule for in the select subscription menu
2. Check the box for each schedule you want to delete
3. Click the icon to open the action menu in the toolbar above the table, and select delete

   • The schedule is immediately deleted