Schedules #

Schedules provide an easy way for users to have access to data when they need it, without having to log in and manually run reports. Each schedule created can run multiple reports, each with different date range and filter options. When the schedule runs, links to the reports are sent to the specified users, allowing them to view the output without having to wait for the reports to run.

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When schedules have completed, the selected users will receive an email with links to reports that have been run. To access the reports, users will need a valid login to the portal. Reports are not attached to the email itself to maintain the security of the system.

Managing Schedules #

Each Workspace has its own designated 'Schedules' area which provides a list of all schedules that have been created. From this interface, schedules can be created, edited and deleted. Every schedule has the following property pages that need to be configured:

  • Main Details - Provide a name and description for the schedule to allow users to easily identify it
  • Schedule - Provide details on when the schedule should run
  • Reports - Select the reports and associated filter/date range
  • Email Recipients - Enter the email addresses of the users who will receive the links to the reports run by the schedule
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Permissions for creating/editing Schedules is controlled at Workspace level.

Schedule #

The schedule controls when and how often the reports are run.

Recurrence Description Options
Hour Run the schedule every 'X' hours Select the minute the schedule should run. If required, limit the schedule to certain times of day or days of the week.
Day Run the schedule once a day Select the time of the schedule should run. If required, limit the schedule to certain days of the week.
Week Run the schedule once a week Select the day of the week and time of day the schedule should run.
Month Run the schedule every 'X' months1 Select the day of the month and time of day the schedule should run.

Reports #

The reports section of the schedule provides access to choose which reports the schedule will run. Multiple reports can be added to a single schedule, each with its own specific filter and/or date range.

Press the 'Add Report' button to add a report to a schedule. Select one of the Workspace's reports from the drop-down list and then select a filter and date range.

When selecting a date range, contextual dates such as 'Today', 'Yesterday', 'Last Week' are provided so that the report's data is different every time the schedule is run.

The schedule will run the selected reports that are configured in the workspace. Reports will always be run in their current configuration, there is no need to update a schedule if a report has been updated.

The 'Run' option can be used to execute all the reports within a schedule immediately. Using the 'Run' option will not affect the next scheduled time.

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The start of the week is defined as a Sunday so date ranges such as 'This Week' and 'Last Week' will run from Sunday to Saturday.
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Up to 5 different reports can be added to a single schedule.

Recipients #

Select one or more email addresses to send the schedule completion email to. The email will contain a link to all the reports that were run as part of the schedule. To view the output of the reports, users should click the relevant link within the email.

Once a report has been opened, users can export the report if they have the appropriate permission.

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To access the scheduled report results, users either require a valid login to the portal or they need to know the pre-shared password for the workspace.

Schedule Limits #

The following default limits are applied to scheduling.

Description Limit
Rows 50,000 per report
Reports 5 per schedule
Schedules 10 per workspace
Schedule Runs 25 per day (max 1 per hour)

  1. The number of months is calculated form the start of the year. If for example a schedule is configured to run every 3 months, it will run in January, April, July & October. ↩︎