To set up a job:
| 1. | On the Home page, click View Reports; or from any page, click View > Repository. |
| 2. | Use the search field or browse the list of reports to find the report you want to schedule. |
The Set Up the Job page of the Scheduler wizard | If the report already has a schedule that you want to add, modify, or delete, click beside the report name. |
| 3. | Right-click the report and select Schedule... from the context menu. |
The Scheduled Jobs page appears, as shown in the figure The Scheduled Jobs Page for the Freight Report.
appears.
| 5. | In the Job Name field, enter a name for the job, for example, Weekly Report. The description is optional. |
| 6. | Set these schedule attributes: |
| • | Start: Immediately or in the future. Click |
| • | Time Zone: Specify the time zone for the schedule. The default time zone is the time zone of the server, the time zone you entered at log in. If you’re in a different time zone, set this field accordingly. |
| • | Recurrence: Choose one of the following settings: |
| • | None: Run the report once. |
| • | Simple: Schedule the job to recur at an hourly, daily, or weekly interval. |
| • | Calendar: Schedule the job to recur on days of the week or days of the month. |
A job set to run immediately, with no recurrence, appears, as seen in the figure Set Up the Job Page:
|
Set Up the Job Page |
| 7. | Schedule the job to start at a specific time: |
| a. | In Start Job, select On. |
| b. | Click |
The calendar appears.
| d. | To set the time for the job to run, at the bottom of the calendar, repeatedly click the hours and minutes. To close the calendar, click a blank spot on the Scheduler page. |
The selected date for starting the job appears in the calendar field.
| e. | In Recurrence, accept the default setting, None to run the report only once. |
| If you select Simple or Calendar Recurrence, additional controls appear on the page. For details, see Running a Job Repeatedly. |
If the report you are scheduling has input controls that prompt for user input, the Set the Parameter Values page appears:
|
Set the Parameter Values Page for Scheduling a Report |
Saved values, if there are any, appear in a drop-down list at the top of the page, as shown in the figure Set the Parameter Values Page for Scheduling a Report. In the Use saved values drop-down, you can set the input controls defined for the report you’re scheduling. You can set the input values for the scheduled report, and click Save Current Values to save the input value as a named set of values.
For more information about using saved values and saving input values, see Running a Report with Input Controls or Filters.
| 9. | Choose a set of saved values, or set the input controls. This example uses the saved values for USA. |
The Output Settings page, shown in the figure Output Page for Scheduling a Report, appears.
| 11. | Set output options, as described in the next section, and click Submit to schedule the job. |
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