23.5 Creating a Simple Scheduled Report

You can create a report that runs on your chosen schedule. In the report, define conditions that trigger tasks and actions you want to run.

  1. Select Reports > Scheduler.

  2. In the lower left corner of the screen, select New Task.

  3. For Name, enter a name of the task.

  4. To set the conditions for your report, complete the following steps:

    1. Select the Condition tab.

    2. (Conditional) To specify the timezone that the report uses, perform one of the following actions:

      • To use the timezone where the server is installed, select Show Server Time Zone

      • To use your timezone, deselect Show Server Time Zone

    3. (Conditional) To run the task at specific intervals, configure the frequency.

      For example, to run a report every Monday afternoon, specify the following settings:

      • Select Time Range, then Afternoon.

      • For Every, enter 1

      • Select Monday.

    4. (Conditional) To run the tasks in sequence, select Chained, then specify the first task.

    5. Select OK to save the scheduled task.

  5. To specify the report associated with the scheduled tasks, complete the following steps:

    1. Select the Action tab.

    2. For Report, click Select then navigate to the report that you want to schedule.

    3. To email the report results, select Deliver to Emails then configure the email content and destination addresses.

    4. To set the time range in which the report retrieves data, complete one of the following actions:

      • Select Add, then specify the time values.

      • Select Creation Parameters, then choose the dates from the calendar option.

    5. Select OK to save your changes.