You can schedule and deliver reports as secure email attachments or through an RSS Feed. You can optionally configure scheduled reports for delivery if the total records count reaches a specified minimum value.
Field or Button |
Description |
Select a Source Report: |
Standard Reports |
A list to select one standard report. |
Custom Reports |
A list to select one custom report. |
Schedule Date and Time (IST) |
Not Scheduled |
Disables the scheduling of a report. |
One Time At |
To schedule the report to run only once on a specified day and time. |
Hourly |
To schedule the report to run hourly. |
Daily at |
To schedule the report to run daily at a specified time. |
Weekly on |
To schedule the report to run once a week on a specified day and time. |
Monthly on |
To schedule the report to run once a month on the specified date and time. |
Report Date and Time (IST) The date and time displayed in the report and report filter is based on the time zone you selected on the Zone Filter page. |
Predefined Values |
A list to select from the following:
All Dates and Times Today Yesterday This Week Last Week This Month Last Month
|
Last Completed |
Enter that number of days or hours in the associated text field, then select Days or Hours from the associated drop-down list. You can enter a whole number from 1 to 99. The system calculates the number of days from midnight to 11:59 p.m. |
Between |
Limits the report to a specified range of dates. The default range covers a 7-day time span that ends with the current date and time. You can specify a Start Date and an End Date. |
Notification Methods and Output Options |
Send email to |
To specify the email addresses of people you want to notify about the scheduled report. You can specify multiple recipients by separating address using a semi-colon (;).You can optionally use Include report output and attach the report output to the email. |
Update RSS Feed |
To notify by updating the RSS feed. |
Generate Event |
To notify by generating an event. |
Enable Record Threshold restriction. Only generate a notification if: You can enable the record threshold restriction and generate an notification only if the condition matches. You can specify the condition by using the option button the report contains at least, and specify the minimum records or by using the option button the percentage of records that satisfied the report filters reaches, and specify the percentage. |
Output Type |
To specify the output type as XLS, PDF, or CSV. |
Save |
To save the changes. |
