Schedule Report

This feature lets you update a schedule report directly instead of navigating through the Update section.

To schedule a report, click on the Schedule Report tab in the Navigation Panel present on the left side of your screen.

Schedule Report - List page

Now, find your desired report and click on the clock icon present under the Actions column.

Schedule report icon

As a result, an immersive Schedule Report window slides in from the right side of your screen.

Schedule Report window

Schedule the start date for the report from the Start DateTime picker textbox.
Furthermore, use the Timezone drop-down list to select or change the timezone assigned to the report.

Timezone dropdown box

Next, select the execution interval for the report from the Execute dropdown box.
Various options available under the Execute dropdown box are Daily, Weekly, Monthly, and Custom.

This option allows you to specify whether the report should be executed on a daily, weekly, or monthly basis. It can also be customized to your specific requirements.

Execute dropdown box

If the report needs to be executed randomly as per your requirements, select the Custom option from the drop-down list.
Next, enter the Custom String in the Custom String textbox.

Custom string works similar to the Crontab. It contains five asterisks that determine the time of the report execution.
1st Asterisk- minute
2nd Asterisk- hour
3rd Asterisk- day of the month
4th Asterisk- actual month
5th Asterisk- day of the week
Enter the date, time, and day according to your requirements and enter Asterisks wherever you don't want to enter a specific time.

Moving ahead, decide when the execution of the report will end using the End drop-down list.
Click on the End drop-down list and select an option from Never, After, and On.

Never- Selecting this option means the report execution will always continue after a certain interval of time that you give.
After- This option decides after what date of a month a particular report's execution needs to stop. This option is available for daily, weekly and monthly report execution. Select the date of the month from the On this day of month dropdown box.
Occurences- This means that the execution of the report will stop after the mentioned executions/occurrences.
On- Select this option, and you can set a particular date on which the execution of the report will stop. Select a Date from the End Date DateTime picker textbox that appears.

End dropdown box

Finally, click on the Schedule button to update the Schedule of the report.
A notification Schedule report configuration updated successfully is seen at the bottom right of the screen once the schedule for the report is updated.

Configuration updated notification

If a notification, Your web browser may have encountered an issue. Please try again is seen at the bottom left of your screen; note that the report was not scheduled.
Check your internet connection and click on the Schedule button again to schedule a report. If this does not work, try repeating the procedure to schedule the report again.

Error notification

Click anywhere else on the screen or click on the cross icon of the notification at the bottom left to close it.

Schedule Report

Schedule report

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