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Overview
This section would help you to schedule reports and perform effective schedule management. The topics covered are listed below:
You can schedule the reports generation by adhering to the steps mentioned below:
Select the AD Reports Tab.
Select the Schedule Reports link at the top right corner of the page.
Select the Schedule New Reports link at the top right corner to create a new schedule.
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.
Specify the Scheduler Name and Description details.
Choose the appropriate Domain from the Select Domain list. Click on the Add OUs link, to specify the OUs for the Domain.
The Scheduler creation enables you to create a schedule based on the three criteria mentioned below:
Select Reports- The Select Reports feature comprises of three sections
Click on the Report Type you want to schedule.
Select the reports from the Available Reports list. Enter the Input parameter details if asked for.
You can view the reports in the Selected Reports list.
Use the Remove link to eliminate any report from the selected list.
The time span of report generation can be set based on your requirements. The duration and time can be set with the following options:
Daily-This option is for scheduling a report everyday at a particular time desired by you.
Weekly-This option is for scheduling a report at a particular time on a certain day of the week desired by you.
Monthly-This option is for scheduling a report on a particular day of the month at a particular time desired by you.
Hourly-This option is for scheduling a report generation to be performed on an hourly basis, starting at the specified date and time desired by you.
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.
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.
The scheduled tasks once created, can be easily modified from the User Interface. From the scheduler UI, you can
Enable/Disable schedules
Remove the schedules
Edit the scheduled reports
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,
Click the AD Reports Tab
Click the Schedule Report link to open the Schedule Reports page
You will find a list of Scheduled reports on this page.
Click on the Enable icon in the Action tab column, appropriate to the Scheduled Report you want to disable.
The Enable icon will be replaced by the Disable icon.
To enable a schedule,
Click on the Disable icon in the Action tab column, appropriate to the Scheduled Report you want to enable .
The Disable icon will be replaced by the Enable icon.
Deleting a Schedule
When a Schedule is no longer useful, you can delete it from the Schedule Reports list.
To delete a schedule,
Click the AD Reports Tab
Click the Schedule Report link to open the Schedule Reports page
You will find a list of Scheduled reports on this page.
Click on the Delete icon in the Action tab column, appropriate to the Scheduled Report you want to delete.
The deleted Schedule will no longer be listed.
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:
Click the AD Reports Tab
Click the Schedule Report link to open the Schedule Reports page
You will find a list of Scheduled reports on this page
Click on the Edit icon in the Action tab column, appropriate to the Scheduled Report you want update.
You can make the changes in the Schedule Reports page.
Click on the UPDATE button to save the changes.
Click on the View scheduled tasks link to see the updated schedule in the list.
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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