Scheduled Tab of the Reporting Form
Use the Scheduled tab to view or edit the reports that are scheduled to run at another time. For example, you can schedule reports to be generated after normal business hours.
Reports are scheduled using the Schedule dialog box. See the Schedule Dialog Box and Schedule a Report to Run Later help topics for more information.
About Security Rights and Scheduled Reports
You can edit scheduled reports that you created. Your assigned security role determines your access to scheduled reports that others created. Only a report administrator has the appropriate security role and access rights to view and edit all scheduled reports. For more information, see Settings and Reporting.
Scheduled Reports Grid
The Scheduled Report grid columns include:
Field | Description |
---|---|
Status | This column displays the status of each scheduled report that you created. Apply these filters as needed to adjust the list of scheduled reports to show the status of the reports. Click the
in the
Status column to add additional status filter options. To remove a status filter, click the
x in the pill. The report statuses are defined as:
|
Description | This column displays the name of the scheduled report. Click the blue hypertext link to open the scheduled report in the Reporting [Editing Scheduled Report] form. You can edit both the report and scheduling options on the Schedule dialog box. See the Edit a Scheduled Report help topic for more detailed information. |
Profile | Profiles are used for processes that you run repeatedly or on a regular basis. You use the Profile Editor to submit a profile to a process queue. If a profile was for the scheduled report, this column displays the name of the profile.
For example, you can set up profiles for reports that you run and distribute to your team each week. These profiles enable you to select the processes and parameters for the group of reports instead of individually, which saves time because you do not need to select each process manually. See the Profile Editor Utility help topic for more information. |
Start After | This column displays the date and time on which the report will be run or after that date and time. If a report runs after the date and time specified, it is typically because another process with a higher priority is running. |
Finished | This column displays the date and time the report finished running. |
Submitter | This column displays the name of the user who submitted the job. If you are a report administrator, you can select another name from this filter to view and edit other users' reports. |
Reports Grid Toolbar
Field | Description | ||||||||||||||
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Click this icon to maximize the grid to a full-screen display. This expanded view reduces the need to scroll through long lists of records. Click it again to return to the standard grid display. For more information, see Maximize the Grid View. | |||||||||||||||
Click this icon to export all the data from the grid to a comma-separated values (CSV) file that you save in Microsoft Excel or another spreadsheet application that supports CSV files. For more information, see Exporting Data to a CSV File. | |||||||||||||||
Click this icon to turn the filter row on or off in the grid. The filter row is used to quickly search for a report. For information about how filters work, see Filter the Grid Results. | |||||||||||||||
At the right end of the report row, click this icon and then select any of the following options.
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