Creating a job to schedule multiple entries

You can set the same schedule for multiple entries by creating a job. A job identifies a collection of reports, report views, and other jobs that are scheduled together and share the same schedule settings. When a scheduled job runs, all the entries in the job run.

If a job item is unavailable, you can select a different link by clicking Link to an entry.

Jobs contain steps, which are references to individual reports, jobs, and report views. You can specify whether to run the steps all at once or in sequence.

  • When steps are run all at once, all the steps are submitted at the same time. The job is successful when all the steps run successfully. If a step fails, the other steps in the job are unaffected and still run, but the job has a Failed status.
  • When the steps are run in sequence, you can specify the order in which the steps run. A step is submitted only after the preceding step runs successfully. You can choose to have the job stop or have the other steps continue if a step fails.

You can schedule a job to run at a specific time, on a recurring basis, or based on a trigger, such as a database refresh or an email. For more information about trigger-based entry scheduling, see the Administration and Security Guide.

The individual reports, jobs, and report views in steps can also have individual schedules. Run options for individual step entries override run options set for the job. You can set run options for the job that serve as the default for step entries that do not have their own run options.

You can run reports to produce outputs based on the options that you define, such as format, language, and accessibility.

Permissions required to include an entry as part of a job vary depending on the type of entry. The permissions are the same as for scheduling an entry. For more information on scheduling an entry, see Scheduling an entry

Procedure

  1. In the application bar, click the New icon New icon, and then click Job icon Job.

    The Steps page appears.

  2. Click the Add job step icon The Add job step icon.
  3. Select reports to be included in the job.
    1. Navigate to a folder containing reports you want.
    2. Select check boxes for one or more reports.
      Tips:
      • Ctrl-click to select multiple check boxes.
      • Use the Select all in folder and Deselect all in folder links followed by Ctrl-clicking check boxes to quickly finish your selections in a folder.
      • Click Add job steps.
    3. Repeat steps 3.a and 3.b to select reports in other folders.
    The Steps window lists the steps defined for your job. Each step listing shows:
    • the name of a report that you selected
      Tip: Hover over the report name to see the navigation path to the report location.
    • whether the step options are defined by the report or are customized
  4. To change the current step options for any step in your job:
    1. Click the Edit options icon Edit options icon for the step that you want to modify.
    2. Edit the Format, Accessibility, Bursting, Delivery, Languages, or Prompt options.
    3. Click Close.
  5. To change the default run options for future steps:
    1. Select Change default step options.
    2. Edit the Format, Accessibility, Bursting, Delivery, prompts, or Languages options.
    3. Click Close.
  6. To remove a step, hover over the step and then click the Remove job step icon Remove job step icon.
  7. Under Run order, select whether the steps should Run all at once or Run in sequence.
    • If you select Run in sequence, the steps are executed in the order they appear in the Steps list.
    • If the Run all at once option is grayed out, your administrator has disabled it.

      For more information, see Disabling the Run all at once option in jobs

    • If you want the job to continue to run even if one of the steps fails, select the Continue on error check box.
    Tip: To change the order of steps, click a step and drag it to the position that you want.
  8. In the application bar, click the Save icon Save icon.
  9. Navigate to a folder in which to save your job, enter a job name in the Save as box, and then click Save.

    Run now and Schedule links appear in the Run Options section.

  10. To run the report immediately, click Run now and click Finish. .
  11. To schedule at a recurring time, follow these steps:
    1. Click Schedule.
    2. Click New.
    3. Enter the details of when you want the job to run.
    4. Click Create.
      Tip: If this message appears: Your credentials are required to complete this operation, click Renew and then enter your Cognos Analytics userid and password.

Results

A job, denoted by the job icon Job icon, is created in the folder you selected and will run at the next scheduled time.

What to do next

You can select operations from the following menu after you click the More icon More icon for the job you created:
Job menu