Creating a Scheduled Job

To schedule a report to be run on a regular basis:

Choose the report you would like to schedule:
- Right-click the report and select Schedule... from the context menu
Click on the Schedule Job button.
On the Job screen, enter:
- A Label for the Job
- A Description of the job is optional
- Click the Next button.
On the Schedule screen, enter:
- Time Zone: The defaults is the server time zone.
- Start: Choose whether to start Immediately or in the future. Click on the calender icon to select a future start date and time.
- Select No Recurrence to run the report once.
- Select Simple Recurrence to schedule the job at simple interval.
  - Occur: Select how long the report should be run for:
    - Indefinitely: The job will run until it is deleted.
    - Until: The job is run until a date is reached. Click on the calendar to select a date.
    - Times: The job is run a specified number of times.
  - Every: Select the interval at which the job will be run (Minutes, Hours, Days, Weeks).
- Select Calendar Recurrence to schedule the job at a detailed interval.
  - End date: The last date and time that the report will be run.
  - Minutes: Minutes of the hour (0-59) that the report will be run. To run the report multiple times in an hour:
    - X, Y, Z runs the report at minutes X,Y, Z.
    - X-Z runs the report every minute from X to Z.
    - * runs the report every minute.
  - Hours: Hours of the day (0-23) that the report will run. To run the report multiple hours a day:
    - X, Y, Z runs the report at hours X, Y, Z.
    - X-Z runs the report every hour hour from X to Z.
    - * runs the report every hour.
  - Days: The days that the report will run on:
    - Every Day: runs the report every day.
    - Week Days: select the days that you want the report to be run on.
    - Month Days: select the days of the month (1-31) to run the report.
- Click the Next button.
On the Output screen, enter:
- Output formats: Select at least one format.
- Folder: Select the folder that the output will be saved.
- Sequential File Names: Check this box to attach a time stamp to the names of the files. Used when the report is on a recurring schedule.
- Overwrite Files: Overwrite files with the same name as the report being scheduled.
- Email Notification:
  - To: Enter e-mail addresses to send the reports to
  - Subject: The subject of the e-mail being sent
  - Message Text: The text of the e-mail.
  - Attach Files: Select this option to attach the report as a file to the e-mail.
  - Skip Empty Reports: If selected, the system will not attach an empty report.
- Click the Save button.

The Job will now be visible on the Viewing Scheduled Jobs page.