Scheduling / Rescheduling a Report

Select a report definition in one of the report folder trees, then click Schedule to display a dialog with four tabs. Use the dialog to schedule publication of the report in the future, once or on a recurring basis. These settings apply only to this specific scheduling of the report. The report definition remains unchanged. Clicking the Submit button publishes the report using the settings currently selected on all four tabs.

A similar Reschedule Selected Item dialog displays when you Reschedule a previously scheduled report.

• 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.
• Filters - See Data Filters
• Distribution - Select recipients of the report.
  • In the upper Distribution pane, by default the person running or scheduling the report is selected as an Info Center > Inbox message recipient.
  • You can drag and drop additional users from the lower pane into the upper Distribution pane. Staff members must have an email address to display in lower pane.
  • The users you see listed are limited to the same scope you are using as you schedule/reschedule the report.
  • Any user in the upper Distribution pane can also be sent the same report as an email recipient.
  • You can add email addresses to the Additional Email edit box for users outside the same scope you are using. Enter the email addresses manually, separated by semicolons.
• General - Sets the type of report output—PDF, HTML or EXCEL—paper size and orientation. Also sets the 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.

  Use the edit toolbar to add images and special formatting to the text. Images must be uploaded rather than copied and pasted in.
  

  • - Hyperlink selected text. You may need to reset links copied and pasted from another source.
  • - Insert a table.
  • - Insert a horizontal line as a percentage of the width, or set a fixed width in pixels.
  • - Indent text.
  • - Outdent text.
  • - Remove formatting.
  • - Insert a symbol.
  • - Insert an emoticon.
  • - Preview the display of text and images.
  • - Upload a file or image.
  • - Set selected text to subscript.
  • - Set selected text to superscript.
  • - Toggle full screen mode for editing and viewing.