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. The Edit Schedule dialog box opens.
3. You can edit any of the following items:
   • Schedule name: The name that appears in the Schedule list. If you modify the schedule name, the Last Result column in the Schedule list will clear, because the schedule is operating 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.
   • 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.

     Important: All times are in GMT. For example, if you are in the Eastern Standard Time zone and it is 2:00 pm and you want to schedule a report to run immediately, for Start time you must enter 19:00 (2:00 pm + 5 hours offset from GMT = 7:00 pm, which is 19:00).

   • Repeat Mode:

     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.

   The Scheduled Report Preferences dialog box opens. Edit any of the following items:

   • Report name: The suggested name is the same as the schedule name, but you can change it. The report name is listed in the Library (if delivered there), or is used as 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.
   • Description: This description appears next to the report name in the Library.
   • Report Type: Select where you want to deliver the report: You must select at least one report type. You can select multiple types for the same schedule.
     • Library: Sends the report to the Library.
     • PDF: Sends the report to email recipients as a PDF file attachment. The maximum row limit is applied to the report. Default is 1000 rows. Rows beyond the limit are not saved to the report.
     • CSV: Sends the report to email recipients as a CSV file attachment. CSV-only schedules have an unlimited number of rows. If you save a report to both PDF and CSV formats, the maximum row limit is applied to both formats.

       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 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.

   Click Save when you are finished with Recipients.

6. Click Save again to save the schedule.