API Management 10.4 | Using CentraSite | Report Management | Managing Reports and Report Templates through CentraSite Business UI | Scheduling Reports
 
Scheduling Reports
You can schedule report templates to automatically generate and distribute reports at regular intervals. You can schedule the report template to generate reports daily, weekly, or monthly.
The scheduler triggers the report to be automatically generated and emailed as an attachment, in PDF format, to the user's email address.
* To schedule a report
1. In the CentraSite Business UI activity bar, click Reports.
2. In the displayed list of report templates, select the report template you want to schedule.
3. Click Schedule.
The Schedule Report Details page is displayed.
4. In the area labeled Basic Information, provide the required information for each of the displayed data fields.
Field
Description
Name
Name of the scheduled report.
The report name can contain any characters (including spaces).
Description
Optional. The description for the scheduled report.
If you have selected a template which includes required parameters, you are prompted to provide the required parameters in the Report Parameter dialog box to generate the report successfully.
5. In the Report Parameter dialog box, provide the required information for each of the displayed data fields.
The data fields are displayed based on the report you wish to generate.
6. In the area labeled Frequency, select the frequency with which you want to schedule the report.
Field
Description
Occurs Daily
Recurs every N day(s) - The frequency with which you want the scheduled report to automatically execute on a regular basis.
For example, if you specify Recurs every 10 day(s), then your report executes every 10 days.
Occurs Weekly
Recurs every N week(s) on these weekday(s) - The exact days of the week when you want the scheduled report to execute automatically. Possible values - Monday, Tuesday, Wednesday, Thursday, Friday, Saturday, Sunday
For example, if you specify Recurs every 2 week(s) on these weekday(s) - Monday, Friday then your report will execute every 2 weeks on the specified days, that is, Monday and Friday.
Occurs Monthly
*Recurs on day N of every N month - The exact day of the month when you want the scheduled report to execute automatically.
For example, if you specify Recurs on day 5 of every 2 month(s), then your report will execute on day 5 of every 2 months.
*Recurs the first, second, third, fourth or last weekday of every N month - The ordinal with which you want the scheduled report to execute automatically. Possible values - first, second, third, forth, last.
For example, if you specify Recurs the first Monday of every 3 Month(s), then your report will execute the first Monday of every 3 months.
The following table summarizes the effects of scheduled report configuration for seven exemplary cases:
If You Want the Schedule to Execute This Often
Occurs
Frequency (N)
Day (N) of a Month
Weekday
Ordinal
Every day
Daily
1
n/a
n/a
n/a
Every specific number of days (for example, every 7 days)
Daily
7
n/a
n/a
n/a
Every week on a certain day (for example, every week on Wednesday)
Weekly
1
n/a
Wednesday
n/a
Every specific number of weeks on a certain day (for example, every 2 weeks on Friday)
Weekly
2
n/a
Friday
n/a
Every month on a specific date, (for example, the 10th of every month)
Monthly
1
10
n/a
n/a
Every month on a certain day (for example, the third Monday of every month)
Monthly
1
n/a
Monday
third
Every specific number of months on a certain day (for example, the last Friday of every 3rd month)
Monthly
3
n/a
Friday
last
7. Click Save.
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