Report schedule

This menu [Configuration>Objects>Report schedule] can be used to configure all aspects related to sending reports, such as frequency, recipient, or report content (appropriate templates).

The list of Report schedules is included in a table with the following columns:

• Name - template name.
• Tag - assigned labels from the pool available (configured) in the system
• Cron Expression - cron expression that specifies when a task executes
• Receivers - report recipients previously configured [Configuration->Objects->Recipients].
• Templates - the templates on which the report is based. You create and configure them in [Dashboards>Management>Reports]
• Privacy - icon indicating the status that the task has in the context of private/public permissions
• Shared - names of users who share the task
• Created - date and time of task creation
• Creator - the name of the user who created the task
• Action
  • Edit - edit an existing schedule
  • Duplicate - can be used as a template for a new schedule
  • Run and send - perform the task and send the report to Recipients
  • Run and download - perform the task and save the report to a disk
  • Delete - delete the task

To add a new Report schedule, click the New report task button then the New report task wizard will appear. In the wizard window, there are the following fields:

• Name - report task name
• Schedule
  • Hourly
  • Daily
  • Weekly
  • Monthly
  • Recur every (hour)
• Custom cron expression switch - you can enter your own expression in cron format to configure when the task should be executed
• Receivers - here, you specify who should receive the report. Recipients must be added previously in the [Configuration->Objects->Recipients] tab.
• Templates - the templates on which the report is based. You create and configure them in [Dashboards>Management>Reports]
• Tag - assigned labels from the pool available (configured) in the system

Privacy - assigning privileges to the task.

• Private - accessible to the owner

• Public - accessible to all but You can grant permission:

• • DELETE
  • EDIT

• Shared - accessible to one or more selected User roles. Available privileges are:

• • Delete
  • Edit
  • View