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Schedule

Info Center > Reporting > Scheduled

  • This page applies to the following products: On Premises, Kaseya Advanced, Kaseya Essentials, IT Center

The Scheduled reports page represents your personal list of all published reports and report sets you are authorized to view. If your Info Center > Inbox messages and emails have been deleted, you can always locate a published report you are a recipient of using this page.

  • Displaying Reports - You can click the icon next to the name of the report or report set to display a Selected Item History dialog that contains the publishing history for that report. Click the publishing date of the report you want to see, then click the hyperlink of that report at the bottom of the dialog.
  • Column Options - This table supports selectable columns, column sorting, column filtering and flexible columns widths.

The following action buttons are provided.

  • Reschedule - Displays the Schedule tab of the Reschedule Selected Item dialog. Use this tab to reschedule the publishing of a selected report or report set.
  • Recipients - Displays the Distribution tab of the Reschedule Selected Item dialog. Use this tab to change the recipients for a selected report or report set you are rescheduling.
  • Delete Schedule - Permanently deletes a selected published report or report set. This only deletes the record of the report in Schedule for your VSA logon. It does not delete the report for any other user.
  • History - Displays a Selected Item History dialog, providing a history of all published instances of the report or report set you have received. Click the publishing date of the report or report set you want to see, then click the hyperlink of a report at the bottom of the dialog.
  • Refresh - Refreshes the page.

Rescheduling Selected Item

The Rescheduling Selected Item dialog displays the following tabs. These options apply only to this specific run or scheduling of the report. The report definition remains unchanged.

  • Schedule - Schedule the report or report set to run once or periodically. Each type of recurrence—Once, Daily, Weekly, Monthly—displays additional options appropriate for that type of recurrence. Periodic scheduling includes setting start and end dates for the recurrence. Clicking the Submit button re-publishes the report or report set using the settings currently selected on all four tabs.
  • Filters - Filter the selection of data included in the report or report set by organization, machine group, machine ID or view. For some reports or report sets a department filter and service desk filter is available.

    Note: Filtering by organization or machine group is mandatory for most types or reports and report sets. You can publish reports and report sets across multiple organizations by selecting a View Definition.

  • Distribution - Select recipients of the report or report set. By default the person running or scheduling the report or report set is selected as an Info Center > Inbox message recipient. Selected users can be sent an Inbox user message or an email. Visibility of users is limited by the scope you are using.
  • General - Change the report output for reports only. Change the message used to notify users when the report or report set is run. Tokens can be included in report and report set email messages, in both the subject line and the body of the message.
    • <gr> - machine group
    • <id> - machine id
    • <rt> - report name

Viewing Published Reports and Report Sets

Recipients of reports and report sets can view published reports in these locations:

  • In the Schedule tab of Reports and Reports Sets and in Scheduled, click the icon next to the name of the report or report set to display a dialog box that contains one or more hyperlinks to published reports.

    Note: Master users can see all scheduled reports. Since scheduled reports contain information about organizations, machine groups, machines, departments, staff and service desks, non-master users can only see scheduled reports created using the same scope they are currently using. To distribute scheduled reports to users outside of the scope you are using, specify them as recipients.

  • If published to a recipient's Info Center > Inbox, click links embedded in the Inbox message.
  • If published to a recipient's email address, open the published reports as email attachments.