Report Scheduler

Reports > Report Scheduler

Report Scheduler allows the automation of report generation via platform, email, or FTP site. Any report can be scheduled, including Letters.

NOTE: A Report Template for the desired report must be created prior to creating a Report Schedule to run that report.

1. Search - search by template name

2. All Job Types - filter by job type (All Job Types (default), Report Template Group, Report Template)

3. Include Inactive - check to include inactive report schedules in results

4. Reset - click to reset search parameters

5. Add New Schedule - click to add a new report schedule. See Step 17 for details.

6. Advanced - click to open additional filter options

7. User - filter by user

8. Show All Users - check to show report schedules created by all users. Only the current user's templates are displayed by default.

9. Search - click to apply advanced filters

10. Created By - sort by name of the user who created the template

11. Name - click to sort by report template name

12. Schedule Type - click to sort by schedule type (Report Template, Report Template Group)

13. Schedule - click to sort by the schedule

14. Last Run Date - notice the last run date and time

15. Next Run Date - notice the next scheduled date and time

16. Active - click to sort by active status

17. Pencil - click to edit an existing template
    

1. Schedule Type - select the schedule type (Report Template, Report Template Group)

2. Report Template - select the report template to schedule
   Report Template Group (not pictured) - select the Report Template Group to schedule

3. Destination Type - select the destination type
   Blank - the report will appear in the bell of the run as user
   FTP - the report will be uploaded to the designated FTP site
   Email - the report will be emailed to the designated address(es)

4. Email (email type only) - enter the email address(es) separated by a space. Note: The email domain must match the district email domain(s)
   Url (not pictured, FTP type only) - enter the FTP URL
   Username (not pictured, FTP type only) - enter the username to access the FTP URL
   Password (not pictured, FTP type only) - enter the password to access the FTP URL

5. Randomly Generated - select for a randomly generated file name

6. Custom - select to choose custom options for the file name. Click (+) Add Filename Property to select options (Text Field, Report Name, or Time Stamp).

7. Schedule - select the Every frequency of the job (Hour, Day, Week, Month, Year) then select the corresponding month(s), date(s), day(s), hour(s), and minute(s) based on the frequency chosen. Note: Hold down the CTRL key to select multiple options per field.

8. Run As User - select the user whose security rights are used to run the scheduled report

9. Active - toggle active status

10. Delete - click to delete the schedule

11. Cancel - click to return to the previous screen without saving changes

12. Save - click to save changes

18. < > - click to scroll through pages