Scheduling Reports


Overview

This section would help you to schedule reports and perform effective schedule management. The topics covered are  listed below:

 

Scheduling Reports

 You can schedule the reports generation by adhering to the steps mentioned below:

Note: You will encounter a Pop up message if the Mail Server is not configured. You can do that using the Configure Mail Server Settings link to proceed further.

 Scheduler Creation

 The Scheduler creation enables you to create a schedule based on the three criteria mentioned below:

  1. Select Reports
  2. Schedule Duration

  3. Select Report Format

  4. Email Address to send Reports

Select Reports- The Select Reports feature comprises of three sections

 Schedule Duration

The time span of report generation can be set based on your requirements. The duration and time can be set with the following options:

  Select the Report Format to be mailed

You can select the format in which you would like to have the report mailed. Select the PDF, HTML, CSV, XLS or CSVDE formats, based on your choice. The Storage Path link will enable you to specify the location where you would like the reports to be stored.

 Email Address to send Reports

The email address of the recipient can be mentioned in this field.

You can use the Advanced Mail Settings link to receive the Report as an attachement in your email. Select the "Enable Attachment" checkbox to choose amongst the "Send As Files" or "Send as Zip format" options. In case, no choice of format is specified, a report link will be sent in the email, from which the zipped file of the report can be obtained. However, if the "Mail Content: Send link in mail" checkbox is not enabled (left unchecked),the recipient will be inhibited from receiving the link in his mail.

The report mails can be sent to Multiple recipients by separating their IDs by comma.

Tip: You can use the Send Test Mail option to confirm if the recipient email id is a valid one.

Click the SAVE button to add the schedule to the schedule reports list.

View Scheduled tasks

 Click the View Scheduled Tasks link to see the list of tasks you have scheduled.

Scheduled Reports History

Click the Scheduled Reports History link to view scheduled reports details from the Report Center. Details like Schedular name, Description, Configured OUs, Started Time, Schedular Status ( SUCCESS/ SKIPPED/ PROCESSING), Report Details and Message are available here. The Scheduled Reports link under Report Details gives you a zipped version of the scheduled report that had been generated.

Managing Schedules

The scheduled tasks once created, can be easily modified from the User Interface. From the scheduler UI, you can

Enabling/Disabling a Schedule

At times, you would require to temporarily stop the generation of a scheduled report and would like to resume it again at some other point of time.

      To disable a schedule,

      To enable a schedule,

Deleting a Schedule

       When a Schedule is no longer useful, you can delete it from the Schedule Reports list.

       To delete a schedule,

Edit a Schedule

You can make changes to the existing schedule as may be required using the Edit option.

    Follow the steps to edit a schedule:

Column Customization and multiple domain selection in Scheduled Reports

Help desk technicians can view only the "Scheduled Reports" that have be created by them. Using Add/Remove columns option in the reports page, users can customize the  columns that need to appear in the scheduled report. So every time, the scheduler runs, the column settings configured by that particular Help Desk Technician will be applied. Users can also Schedule reports in multiple domains at the same time.

 



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