Edit a Schedule

Any Creator, Administrator or System Administrator can edit a schedule.

1. Go to REPORTS > Schedule.
2. Select a schedule to edit and click Edit Properties.
3. Edit any of the following schedule items:
   • Schedule name: The name that will appear in the Schedule list. If you modify the schedule name, the Last Result column in the Schedule list will clear, since the schedule will henceforth operate under a different name.
   • Report data from: The time range of data to include in the report. Time ranges are relative to the time when the report runs.
     • Yesterday: Start of yesterday to end of yesterday.
     • Past 24 hours: The 24 hours prior to and excluding the current hour.
     • This week: Start of this week to the current time.
     • Past week: Start of past week to end of last week.
     • Past 7 days: The 7 days prior to and excluding the current day.
     • This month: Start of this month to the current time.
     • Past month: Start of past month to en of last month.
     • Past 30 days: The 30 days prior to and excluding the current day.
     • This quarter: Start of this quarter to the current time.
     • Past quarter: Start of past quarter to end of last quarter.
     • This year: Start of this year to the current time.
     • Past 12 months: The 12 months prior to and excluding the current month.
     • Last 15 months: The 15 months prior to and including the current month.
   • Start (GMT) date and time: Click the calendar icon to select a date in the future, and enter the start time in the hour and minute boxes provided. To clear the date, click the calendar icon and then click Clear. Remember, all times are in GMT. If, for example, you a schedule to start at at 2:00 pm Eastern Standard Time, you must add the GMT offset hours and enter 19:00 for the start hour, because 2:00 pm EST = 19:00 pm GMT. Tip: Select a time in the past to run the schedule immediately upon saving it.
   • Repeat Mode:
     • None (run once): Run one time only. Schedule remains in the Schedule list, but will not run again.
     • Hourly: Runs on the hour, beginning with the hour after the start time. For example, if the start time is 9:15, the first run occurs at 10:00 and on every subsequent hour.
     • Daily: Repeats every day at the start time.
     • Weekdays: Repeats every weekday at the start time. Note: If you start the schedule on a weekend, the first report run will occur on Monday.
     • Weekly: Schedule repeats every week at the same start day/time.
     • Monthly: Repeats every month on the start day/time. Note: To run the report every month, do not select the 29th, 30th, or 31st as the Start date. The report runs only on months that contain the specified start date.
     • Every: By default, all months are selected. Deselect the months in which you do not want to generate a report. For example, to run a quarterly report, select March, June, September, and December, and in the Report Data From field, select Past quarter.
     • Note: The schedule runs only in months that contain the day you specify in Start. Example: if you start the schedule on July 31st, even if all months are selected, Ipswitch Analytics generates reports only in January, March, May, July, August, October, and December.
     • Annually: Repeats every year on the start day/time.

     When selecting a Repeat mode, you must specify when the schedule Ends:

     • Never: The schedule repeats indefinitely into the future.
     • On date: Specify the last calendar day to run the schedule.

4. Click Preferences to edit any of the following:
   • Report name: Enter a name for the report. The suggested name is the same as the schedule name, but you can change it. The report name will show in the Library (if delivered there), or will become the file name if delivered as a PDF or CSV attachment.
   • Optional: Select a Macro from the drop-down list to the right of Report name to append a dynamic date/time at the end of the report name. Descriptions of each macro display in the drop-down list
   • Description: Enter a description for the report. This description will appear next to the report name in the Library.
   • Report Type: Select where you want to deliver the report:
     • Library: Sends the report to the Library.
     • PDF: Sends the report to email recipients as a PDF file attachment
     • CSV: Sends the report to email recipients as a CSV file attachment

       Note: You must select at least one Report Type. You can select multiple Report Types for the same schedule.

   Click Save when you are finished.

5. Click Recipients to edit any of the following:
   • Users and User Groups: These recipients will have access to view the report in the Library (if sent there). If Send notifications to all recipients is checked, these recipients will receive an email that contains a link to the Library report and/or the attached report in PDF or CSV format (depending on the Report Type you selected). Warning: If you are a Creator, you must include your user name or user group here, otherwise you will not be able to view the Library report. Administrators and System Administrators can view all Library reports at all times.
   • External email addresses: Manually enter one or more email addresses beneath Also notify others using the following email addresses. If Send notifications to all recipients is checked, these email recipients will receive an email that contains a link to the Library report and/or the attached report in PDF or CSV forma (depending on the Report Type you selected). Note: If the email address is not an address that is recognized by Ipswitch Analytics, links to Library reports will require sign in to Ipswitch Analytics.

     Important: If you don't select any recipients, the report will deliver to the Library only and the only users who will have access to view the Library report will be Administrators and System Administrators. Recipients will receive the report via email only if you select Send notifications to all recipients.

   Administrators and System Administrators only: Optionally select a Ruleset to control what MOVEit sources will contribute data to the scheduled report.

   

   Note: You must first create a ruleset before the Ruleset option will display here.

   Important: If a schedule's underlying template 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 only from servers A and B and the schedule ruleset alllows data only from servers B and C, the final report will not include data from server B.

   Click Save when you are finished with Recipients.

6. Click Save again to save the schedule.