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Scheduling a Report

Select a report in one of the report folder trees, then click Schedule Report to display a Schedule Report dialog. Use the dialog to schedule publication of the report in the future, once or on a recurring basis. You can set options in any of 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 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 publishes the report using the settings currently selected on all four tabs.
  • Filters - Optionally filter the selection of data included in the report by organization, machine group, machine ID or view. For some reports a department filter and service desk filter is available.
  • Distribution - Select recipients of the report. By default the person running or scheduling the report 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 or message used to notify users when the report is run. Tokens can be included in report email messages, in both the subject line and the body of the message.
    • <gr> - machine group
    • <id> - machine id
    • <rt> - report name
    • <embd> - In the message body only, you can embed an HTML report at the specified location.

Once a scheduled report begins publishing the following status icons display in the right hand pane.

  • Pending
  • Completed and Approval Required - Click the icon to view the completed report, then approve or reject it.
  • Completed and Rejected - Click the icon to view the completed and rejected report. You can subsequently approve it.
  • Completed and Distributed - Click the icon next to the name of the report 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.
  • Error - The report failed to publish.

The right hand pane of a scheduled report provides several columns of information for each time a report is published.

  • Column Options - This table supports selectable columns, column sorting, column filtering and flexible columns widths.
  • Recurring Schedule Columns - The Recurrence, Last Ran and Next Run columns describe how often a report is published, when it last ran and when it will run next. The Recurrence Pattern and Ending On columns describe details of a recurring report.
  • Visibility of Scheduled Reports - Visibility of rows in the schedule table is limited by the scope you are using. Your selected view definition has no effect. It does not matter whether you were designated a recipient of the report. Recipients can access the completed report in their Inbox.

The following action buttons are provided for scheduled reports.

  • Reschedule - Displays the Schedule tab of the Reschedule Selected Item dialog. Use this tab to reschedule the publishing of a selected report. These options are the same as when you originally schedule a report.
  • Recipients - Displays the Distribution tab of the Reschedule Selected Item dialog. Use this tab to change the recipients for a selected report you are rescheduling. These options are the same as when you originally schedule a report.
  • Delete Schedule - Permanently deletes a selected published report. 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 you have received. Click the publishing date of the report you want to see, then click the hyperlink of that report at the bottom of the dialog.
  • Refresh - Refreshes the page.