Create a Schedule

Tip: Before creating a schedule, you might want to visit the USERS module to check user group membership. You cannot access group membership information from the schedule creation page.

1. Open the REPORTS module.
2. There are two ways to create a schedule:
   • On the Schedule tab, click Create and then select a template from the drop-down list.

     – or –

   • On the Templates tab, select a template you want to use as the basis of your schedule, and click Schedule report
3. The Create Schedule dialog box opens. Provide or select the following information:
   • Schedule name. The name that appears in the schedule list.
   • Report data from. A time range of data to include in the report. Time ranges are relative to the time when the report runs.
   • Start (GMT). Click the calendar icon to select a date. Enter a start time in the hour and minute boxes.

     To clear the date, click the calendar icon and 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).
     • Do not select a Start time that is in the past. The schedule will not run.
     • To repeat this schedule on a recurring basis (next step), do not select the 31st of the month as a Start date.
   • Repeat. (Optional). Repeat frequency. Default is None (run once).

     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.

       Note: If you save the schedule now, the schedule will deliver report(s) to the Library only. Only you, Administrators and System Administrators will have access to view the Library report.

4. Click Preferences.

   The Scheduled Report Preferences dialog box opens. Specify the following information:

   • 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.

   Click Save.

5. Click Recipients. The Scheduled Report Recipients dialog box opens. Make your selections for recipients, notifications, and language for notifications and attachments.

   Important: If you do not select any recipients, the report is delivered to the Library only, where it is accessible only to Administrators and System Administrators. Recipients receive the report via email only if you select Send notifications to all recipients.

   Types of Recipients:

   • Users and User Groups: These recipients can view the report in the Library (if sent there). If Send notifications to all recipients is checked, these recipients 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 in Step 7). 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: Enter email addresses (separated by commas) beneath Also notify others using the following email addresses. If Send notifications to all recipients is checked, these email recipients 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.

   The following email notification shows a recipient who has received PDF and CSV report attachments, as well as a link to the report in the Library:

   

   The link opens the Library, where the recipient can locate the report name in the title of the email. For any recipient, the Library lists only those reports for which the recipient has permission.

   Ruleset. This field is available to Administrators and System Administrators only: The Ruleset option appears only if a ruleset has been previously created. For more information, see Create a ruleset.

   Optionally select a Ruleset to control which MOVEit sources will contribute data to the scheduled report.

   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.

   The schedule appears in the Schedule list showing Status > Scheduled.