Adding and editing scheduled jobs

You can run reports as they are needed, or you can use the Scheduler > Add Job page to create jobs that define a schedule for running one or more reports. Once a job has been created, you can use the Scheduler > Edit Job page to change the job details, for example editing the reports in the job or altering the frequency.

Reports generated by scheduled jobs are distributed to one or more recipients via email. As you create scheduled jobs, consider whether your email server will be able to handle the size and quantity of the attached report files.

To access the Add Job page, do one of the following:

Select a report in the Report Catalog and click the Schedule button in the toolbar.

Once you have run a report in the Report Builder, click the Schedule button in the toolbar.

Click Add Job on the Scheduler page to create a new job.

To access the Edit Job page:

Click the job name link on the Scheduler page.

The Add Job or Edit Job page contains several tabs for selecting the reports to run and the schedule for running them. For detailed instructions, see:

Selecting reports to schedule

Setting the schedule

Selecting report recipients

Selecting delivery options

You can cancel the job creation or editing at any time by clicking Cancel. If you are editing a job, you can click Save once you have made the required changes, without needing to work through all the tabs.

After creating jobs, use the job list on the Schedule page to review job summaries and find other helpful information (see Scheduling reports).

Selecting reports to schedule

Use the Report Selections tab of the Add Job or Edit Job page to choose reports for the job.

Enter a Job name that uniquely identifies this scheduled job.

Highlight a report for this job in the Report Catalog tree.

Click the right arrow (>) button to move that report to the Selected reports list.


	Note Reports saved with a static date range (for example, from 1 May to 1 June) cannot be scheduled. If you move a report with a static date range to the Selected reports list, a warning appears, and you can change the date range for the scheduled version of the report using the drop-down in the Date Range column.

Repeat steps 1 and 2 until all reports for this job appear in the Selected reports list, to a maximum of 5 reports.

Click Next to open the Scheduling Options tab.

Setting the schedule

Define a reporting job to occur once or on a repeating cycle on the Scheduling Options tab of the Add Job or Edit Job page.

Select a Frequency for the job. The specific options available depend on the frequency selected.


Frequency	Options
Once	No additional recurrence options are available.
Daily	Select whether the job is run every weekday, or on a certain number of days in the month – for example every 3 days.
Weekly	Click each day of the week the job is to run.
Monthly	Either: Select how frequently the job should run, in a range of every month to every 12 months, then click each date the job is to run. Or: Select how frequently the job should run, in a range of every month to every 12 months, then select a frequency and a day of the week. For example, you could run the report every 2 months on the 2nd Tuesday of the month.

Under Starting, set the start date for running the job.

Under Ending, select an option for ending the job.


Option	Description
Never	The job continues to run according to the established schedule, indefinitely. To discontinue the job at some time in the future, either edit or delete the job.
On	Set the date when the job stops running. It does not run on or after this date.
After	Select the number of times to run the job. After that number of occurrences, the job does not run again, but it stays in the Job Queue until you delete it.

Select a Timezone for the report. The reports in the scheduled job will be delivered by 6am in the selected time zone on the days you define.

Click Next to open the Recipients tab.

Selecting report recipients

Use the Recipients tab of the Add Job or Edit Job page to select the recipients of reports in this scheduled job.

Select one of the following:

Specific administrators – Choose the administrators in your cloud service account that should receive the reports in this job.

All administrators – All administrators in your cloud service account receive the reports.

You can also enter additional email addresses if you want the job results to go to people who are not cloud service administrators. Enter each address on a separate line.

Click Next to open the Delivery Options tab.

Selecting delivery options

Use the Delivery Options tab of the Add Job or Edit Job page to define the report output format and email options.

Select the File format for the finished report.


Format	Description
PDF	Portable Document Format. Recipients must have Adobe Reader v7.0 or later to view the PDF reports.
CSV	Comma Separated Variable file. This can be opened in Microsoft Excel or another spreadsheet program.

Define whether the report should display in Letter or A4 size.

Define whether the report should be password-protected for secure delivery. If you select Password protected, enter and confirm a password that the report recipient must use to view the report contents.

Edit the custom Subject and Body text for this job's distribution email, if required.

A list of reports in the scheduled job is included in the email message by default. If you remove this and then want to reinstate it at a later time, click Insert Report List.

You can revert to the default text at any time by clicking Reset Email.

Click Finish to save and implement the job definition, and display the Scheduler page.