The Report Module makes it possible to schedule reports to be run periodically. This is only possible for downloadable report types.
Downloadable and schedulable report types:
- BIC/Excel
The scheduled reports will be sent out to an e-mail address or multiple at periodically recurring times.
Navigate to report scheduling
To navigate to report scheduling, use the main navigation menu on the left of the screen to go to Reports → BI reports, then click the pen icon of the respective report with a downloadable report type:
Report scheduling can be found on the rightmost tab of the report details screen.
If this tab is missing, either the environment you are working in does not have scheduling enabled, or the report type of your report is not a downloadable one.
Add a scheduled task
To add a recurring scheduled task, click the add button (+ symbol) of the scheduled tasks grid:
Specify a name, optionally a description, a CRON expression and a layout for the report:
Specify a CRON expression
The CRON expression will determine at which points in time the report will repeatedly be sent out. More information on the precise format you should use for this and some tools to help you out can be found at:
https://en.wikipedia.org/wiki/Cron
Click Ok to be brought to the details screen of the scheduled task. The properties you input can at any time be changed again here:
Input parameter default values
If the datasource of the report you've chosen has filter parameters defined, specify their default values using the "specify filter values" button. This opens the filter defaults window:
Add receiver e-mail addresses
The grid at the bottom of the details screen of the scheduled task shows the e-mail addresses that the report will be sent to. Click the add button (+ symbol) to add an e-mail address:
Fill in all the fields to define the e-mail that will be sent out to this address:
After adding all the e-mail addresses the report should be sent to, you can save the scheduled task details screen.
That's all! Your report is now scheduled and will be sent out by the server at the times specified by the CRON expression of your choice.
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