Schedule Reports for Delivery

When you create a schedule, Ipswitch Analytics runs a template at a specific time and delivers the resulting report to the Library and/or to email recipients. You can create one-time or recurring schedules.

To view all schedules, go to the REPORTS module and select the Schedule tab.

Embedded OLE File Template, D50, H100

No schedules display initially. Eventually the list will include schedules you create.

The Schedule list includes the following information for each schedule. Click on any column header to sort the Schedule list in ascending or descending order.

Schedule Name	Name of the schedule. Names are case-sensitive.
Description	A brief description of the schedule.
Template	The template that will be run on schedule.
Next Run	Time when the template will run next.
Last Result	May show: Success: The last schedule run was successful. Failure: The last schedule run failed. Failure might be caused by lack of internet connectivity. Started: A schedule run has just begun.
Status	The status of the schedule: Scheduled: Schedule still has runs to complete in the future. Paused: Schedule is currently paused; schedule will not produce reports until a user resumes the schedule. Completed: Schedule has completed its final run.
Details	Displays the following information: ID: A numeric identifier assigned to each schedule. Updated on: The date/time when the schedule was last updated. Updated by: The user who last updated the schedule. Created on: The date/time when the template was created. Created by: The user who created the template. Stock templates show "system" here.

Warning: Any user who has access to the Schedule tab can view, edit, pause/resume and delete any schedule, regardless of who originally created the schedule.

From the Schedule tab you can:

To limit the MOVEit sources that will contribute data to a scheduled report:

Adjust the filter in the underlying template. Custom templates may already contain filter settings; stock templates do not contain any filter settings.
Assign a ruleset to the schedule A ruleset behaves just like a template filter: it filters out data from any MOVEit source not included in the ruleset. Assigning a ruleset to a schedule is useful if you're using a template that does not have set filters.

Important: If a schedule's underlying template already contains filter settings AND you assign a ruleset to the schedule, the report will include only the MOVEit data sources allowed by both. For example, if the template filter allows data from only MOVEit servers A and B and the schedule ruleset allows data from only MOVEit servers B and C, the delivered report will include data from server B only. However, if a schedule's underlying template does not contain any filter settings and the schedule creator does not assign a ruleset to the schedule, the delivered report will contain data from all MOVEit sources.