Create schedule for report

Various report scripts are delivered with this software, which you can automatically execute as long as they do not require user input. You may specify when and how often a report should be automatically executed.

Scheduled reports are reports that start automatically at a defined point in time.

They run in the background and you can view the results later. For example, you can define that a report that strongly affects system performance is to run only at night when no one is working with the system.

For reports to be able to run completely automatically, dialogs must not be opened by the report during report execution. For reports that you cannot run automatically, the Opens dialogs check box is enabled on the properties pages.

You can deactivate a schedule to prevent automatic execution, but still keep the schedule in general. You can activate the schedule anytime.

The Scheduled reports group is displayed if you have the Report automation function privilege.

Use the following function privileges to control the users' authorizations.

Analysis tab

You can analyze dependencies between analysis objects and KPIs. All analysis objects contained in the database are displayed. The rule set defines this structure for the transfer of analysis objects. The graphic is used to display the structure of analysis objects.

You can evaluate KPIs using tables created with templates and relate the analysis objects, dimensions and KPIs to each other.

You can enter base KPI values. Fields with a blue background indicate calculated values. Fields with a white background are editable. Fields with a gray background are not editable and indicate KPIs that are not defined for the analysis object displayed in the dimension displayed (for example, because the rule set has now changed or because an analysis object no longer exists).

You have the following options: 

  • Rename analysis groups

  • Select an analysis object and display its KPIs in the KPIs area

  • Obtain information on the composition of a KPI

  • Navigate through the structure of the analysis objects in the Graphic area

  • Create tables from templates

  • Deactivate analysis objects

  • Delete analysis groups

  • Open saved tables

  • Run what-if analyses

  • Edit values

  • Obtain information on the composition of a KPI

  • Create tables from templates

  • Open saved tables

  • Run what-if analyses

Data management tab

You can manage data.

You have the following options: 

  • Merge existing dimension combinations and/or analysis objects.

  • Delete existing dimension combinations

  • Deactivate dimension combinations

  • Activate saving points

  • Deactivate saving points

KPIs tab

  • You can enter base KPI values. Fields with a blue background indicate calculated values. Fields with a white background are editable. Fields with a gray background are not editable and indicate KPIs that are not defined for the analysis object displayed in the dimension displayed (for example, because the rule set has now changed or because an analysis object no longer exists).

Administration tab

You can import configuration files, and manage dimension types, dimensions, input screens, rule sets, table templates, users, and user groups.

Prerequisite

Procedure

  1. Click ARIS > Administration or ARIS > Explorer. The Administration or Explorer tab opens.

  2. Log in to the database.

  3. Click Navigation Navigation in the bar panel if the Navigation bar is not activated yet.

  4. In the Explorer tree, click the folder Scheduled reports Scheduled reports.

  5. To create a schedule, click New New > Report Create scheduled report. The Report Automation Wizard opens.

  6. Specify the relevant settings and click Finish.

If the first execution is in the future, the report is automatically active and runs as soon as the defined point in time is reached.