In DXOne Reporting, you can schedule reports to be automatically generated and sent to email recipients on a daily, weekly, monthly, or one-time basis.
Notes:
For scheduled reports to be generated, the database server must be turned on, the report scheduling service must be installed and running on the report server, and the report server settings must be configured on the computers from which you want to schedule report jobs (these computers may be client computers and/or the report server).
Scheduling a report requires the "Schedule Report" security right for that report.
To schedule a report job
In DXOne Reporting, select the applicable report category in the left list, and then double-click the report that you want to schedule in the right list.
A report options dialog box appears.
Set up the report options as needed.
Click Schedule.
The Schedule Report dialog box appears.
Set up the following options:
Job Name - In the box, enter a name for the scheduled report to help you identify that scheduled report more easily in the Manage Scheduled Jobs dialog box. A job name is not required.
Email Report To - Select this check box to send email messages, with the generated report attached, to people. Do the following:
Click To..., CC..., or Bcc....
The Address Book dialog box appears and displays the names of any existing people (along with their email addresses) and groups.
Note: If the correct person or group does not appear in this dialog box, click Manage Accounts to add the email address.
To add a recipient, select the correct person or group in the list on the left, and then click To -> (for a primary recipient), CC -> (for a recipient to copy), or Bcc -> (for a recipient to blind copy) to move the address to the corresponding list. Repeat this process as needed to add other recipients.
Note: To remove a recipient that you have added, select that recipient in the applicable list on the right, and then click the corresponding <- button.
Click OK.
Note: The Email Report To checkbox and the To..., CC..., and Bcc... buttons are not available if Template Only is selected as the recurrence pattern.
File Format - From the list, select a file type (.xls, .xlsx, .doc, .rtf, or, .pdf) for the generated report that will be attached to the email messages.
Start Date and Time - To specify when to begin generating the report, do the following:
To specify the date, do one of the following:
Enter a date (in a m/d/yyyy format) in the box.
To select a date, do the following:
Click the calendar icon to view a month calendar.
Navigate to the correct month using the left and right arrows.
Note: To quickly change the year and month, click the month-year at the top of the calendar, navigate to the correct year, using the right arrow, and then click the correct month.
Click the correct day.
In the box, after the date, enter a time (in an hh:mm AM/PM format).
Note: The Start Date and Time box is not available if Template Only is selected as the recurrence pattern.
End by - To specify when to stop generating the report automatically, do one of the following:
To continually generate the report until the report is manually deleted from the scheduled jobs list, select the No End Date checkbox.
To specify an end date and time, clear the No End Date checkbox if it is selected, and then do the following:
To specify the date, do one of the following:
Enter a date (in a m/d/yyyy format) in the box.
To select a date, do the following:
Click the calendar icon to view a month calendar.
Navigate to the correct month using the left and right arrows.
Note: To quickly change the year and month, click the month-year at the top of the calendar, navigate to the correct year, using the right arrow, and then click the correct month.
Click the correct day.
In the box, after the date, enter a time (in an hh:mm AM/PM format).
Note: The End by box and the No End Date checkbox are not available if One Time or Template Only is selected as the recurrence pattern.
Recurrence - Select one of the following options to specify how often you want the report to be generated:
One Time - To generate the report once.
Daily - To generate the report every specified number of days or every week day.
With the Daily option selected, do one of the following:
Select the Every [number of] day(s) option, and enter the desired number of days in the box.
Select the Every Weekday option.
Weekly - To generate the report every specified number of weeks and on specified days.
With the Weekly option selected, do the following:
In the Recur Every [number of] week(s) on box, enter the desired number of weeks.
Select the checkboxes of the desired days of the week.
Monthly - To generate the report every specified number of months on a specified day of the month.
With the Monthly option selected, do the following:
From the list, select a day option (Day [1-28] or Last Day).
In the of every [number of] month(s) box, enter the desired number of months.
Template Only - To schedule the report and save it as a template for future use.
Note: For a template, you are not required to specify an email recipient.
Click Schedule.