Schedule Tour

To create a schedule that will be generated automatically and delivered to the recipients of your choice, visit the Schedule tab. You can deliver a template one time, or on a recurring basis. The schedule recipients can be Ipswitch Analytics users or user groups, external email addresses, or the Library.

The Schedule tab contains a list of all schedules, including the schedule's name, description, template, next run, last result, status and details. Initially the list is empty, but as you create schedules they appear here.

In the figure, numbers designate areas on the screen that are described in the following table.

UREP21_ScheduleTour

	Area/Item	Description
1	Create	Creates a new schedule. Click Create and select a template. When the report is scheduled to run, it uses the template you specified.
2	Filter	Filters the list of schedules by status. Options: All, Scheduled, Paused, Completed, Failed, Blocked.
3	Buttons	Select a schedule in the list and then click a button: Edit Schedule: Change schedule name, start date and time, recurrence period, end date, the report name, report description, report type, and recipients. Delete: Remove the schedule from the list of schedules. Pause: Pause the schedule to prevent it from running, Resume: Resume a schedule after it was paused. Pause: Pause the schedule to prevent it from running,
4	Search	Searches the Schedule Name, Description, and Template columns for the characters you type.
5	Details	For a schedule in the list, click Details to view who created the schedule, when it was created it, who updated it most recently, and when it was last updated

To create a new schedule, click Create and select from a list of available templates to use as your basis. When the report is scheduled to run, it will use the template you specify when you first create the schedule.

CREATING A SCHEDULE

Click Create. The Create Schedule dialog box opens. Provide the following information

Field - Create Schedule	Description
Schedule Name	The name you specify appears in the list of schedules.
Report data from	Select the preconfigured dynamic time range of data to include in the report.
Repeat	Repeat options: None (run once) (default), or select the repeat interval: Hourly, Daily, Weekdays, Weekly, Monthly, Annually.
Start	The date and time when you want the schedule to begin.
Every	By default, all month boxes are selected. Tip: To schedule quarterly reports, select one month in each quarter, and in Report data from, select Past quarter.
Ends	If the schedule repeats, select when it will end: Never (default), or specify a date.
Preferences	Opens the Schedule Report Preferences dialog box, where you can enter A Report Name using optional dynamic time macros in the report title A Report description
Recipients	Opens the Schedule Report Recipients dialog box, where you select who will receive the report: Groups, Users, external email addresses.

SPECIFYING REPORT PREFERENCES

In the Create Schedule/Edit <schedule name> dialog box, click Preferences.
The Report Preferences dialog box opens. Provide the following information.

Field - Scheduled Recipients	Description
Report Name	Specify a report name. Default is the schedule name. The report name appears in the Library, or becomes the filename if the report is delivered as a PDF or CSV attachment Optionally select a dynamic time macro to append a dynamic date/time at the end of the report name.
Description	The description you enter appears next to the report name in the Library.
Report Types	Select one or more report types to determine the format of the report. IMPORTANT: In the Schedule Report Recipients dialog box, you must check the Send Notifications to all recipients checkbox

SPECIFYING REPORT RECIPIENTS

In the Create Schedule/Edit <schedule name> dialog box, click Recipients..
The Scheduled Report Recipients dialog box opens. Provide the following information

Area/Item

Description

Groups

Users

User Groups and Users who have access to view the report in the Library or the attached report in PDF or CSV format (depending on your selections in the Report Preferences dialog box).

Send notifications to all recipients checkbox

Select to have email recipients receive an email that contains a link to the Library report and/or the attached report in PDF or CSV format (depending on your selections in the Report Preferences dialog box.

The following topics describe how to work with schedules in greater detail:

Schedule Reports for Delivery
Create a Schedule
Edit a Schedule
Pause or resume a schedule
Delete a Schedule