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.

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.

To view all schedules:
- In the top menu bar, click REPORTS. Click the Schedule tab.
  The list includes schedules that you create.

Information in the Schedule list

Column	Description
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	Success: The most recent schedule run was successful. Failure: The most recent schedule run failed. Failure might be caused by lack of internet connectivity. Started: A schedule run has just begun.
Status	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	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.

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.