Scheduling Reports

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About this task

You can schedule report templates to automatically generate and distribute reports at regular intervals. You can schedule the report template to generate reports daily, weekly, or monthly.

The scheduler triggers the report to be automatically generated and emailed as an attachment, in PDF format, to the user's email address.

To schedule a report

Procedure

  1. In the CentraSite Business UI activity bar, click Reports.
  2. In the displayed list of report templates, select the report template you want to schedule.
  3. Click Schedule.
    The Schedule Report Details page is displayed.
  4. In the area labeled Basic Information, provide the required information for each of the displayed data fields.
    Field Description
    Name Name of the scheduled report.

    The report name can contain any characters (including spaces).

    Description Optional. The description for the scheduled report.
    If you have selected a template which includes required parameters, you are prompted to provide the required parameters in the Report Parameter dialog box to generate the report successfully.
  5. In the Report Parameter dialog box, provide the required information for each of the displayed data fields.
    The data fields are displayed based on the report you wish to generate.
  6. In the area labeled Frequency, select the frequency with which you want to schedule the report.
    Field Description
    Occurs Daily Recurs every N day(s) - The frequency with which you want the scheduled report to automatically execute on a regular basis.

    For example, if you specify Recurs every 10 day(s), then your report executes every 10 days.

    Occurs Weekly Recurs every N week(s) on these weekday(s) - The exact days of the week when you want the scheduled report to execute automatically. Possible values - Monday, Tuesday, Wednesday, Thursday, Friday, Saturday, Sunday

    For example, if you specify Recurs every 2 week(s) on these weekday(s) - Monday, Friday then your report will execute every 2 weeks on the specified days, that is, Monday and Friday.

    Occurs Monthly
    • Recurs on day N of every N month - The exact day of the month when you want the scheduled report to execute automatically.

      For example, if you specify Recurs on day 5 of every 2 month(s), then your report will execute on day 5 of every 2 months.

    • Recurs the first, second, third, fourth or last weekday of every N month - The ordinal with which you want the scheduled report to execute automatically. Possible values - first, second, third, forth, last.

      For example, if you specify Recurs the first Monday of every 3 Month(s), then your report will execute the first Monday of every 3 months.

    The following table summarizes the effects of scheduled report configuration for seven exemplary cases:

    If You Want the Schedule to Execute This Often Occurs Frequency (N) Day (N) of a Month Weekday Ordinal
    Every day Daily 1 n/a n/a n/a
    Every specific number of days (for example, every 7 days) Daily 7 n/a n/a n/a
    Every week on a certain day (for example, every week on Wednesday) Weekly 1 n/a Wednesday n/a
    Every specific number of weeks on a certain day (for example, every 2 weeks on Friday) Weekly 2 n/a Friday n/a
    Every month on a specific date, (for example, the 10th of every month) Monthly 1 10 n/a n/a
    Every month on a certain day (for example, the third Monday of every month) Monthly 1 n/a Monday third
    Every specific number of months on a certain day (for example, the last Friday of every 3rd month) Monthly 3 n/a Friday last
  7. Click Save.