CentraSite Documentation : CentraSite User’s Guide : Working with Reports and Report Templates : Scheduling Reports : Scheduling a Report from the CentraSite Business UI
Scheduling a Report from the CentraSite Business UI
To schedule a report for the API usage, proceed as follows:
To schedule a report
1. In the activity bar, click Generate Reports.
When you do this, you see a list of all of the currently defined report templates in CentraSite.
2. In the displayed list, choose the template you want to schedule.
3. Click Schedule.
This opens the Schedule Report page in which you can enter the required information for scheduling the reports.
4. In the Basic Information section, enter the appropriate information for each of the displayed data fields.
Field
Description
Name
The name of the scheduled report. A report name can contain any character (including spaces).
Description
Additional comments or descriptive information about the scheduled report.
5. In the Report Parameter dialog box, enter the appropriate information for each of the displayed fields.
The fields displayed depend on the report you wish to schedule. For a description of the fields, see About Report Parameters.
6. In the Frequency section, choose 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 will execute 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 to the save the details.
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