Scheduling Individual-Report Archiving

Where: Navigator > Resources > Reports

To schedule archiving of individual reports:

Right-click the report you want to schedule.
Select Schedule for archiving, then Report or Delta Report for delta reports.

The report editor opens at the Jobs tab.
Click Add.
Enter a name and description for the job.
In the Job Parameters section, select or enter values for the parameter fields as necessary.
In the Summary section, click the link labeled Click here to set up schedule frequency.

In the Job Scheduler dialog, select the desired frequency and enter the associated settings:

Option	Description
Schedule Frequency	Choose a timing for the schedule. The typical choices are self-explanatory: Hourly, Daily, Weekly, Monthly, and Yearly. For each timing, enter additional settings such as occurrence (Every) and time. For Monthly, also specify the day of the month. For Yearly, specify the month and date. Caution: If you are scheduling a yearly report on a leap year and you choose February 29 as the month and date, the Console will not save your setting. To ensure that yearly reports are covered on leap years, choose a different date; or choose either February 28 or March 1 if you want your schedule to be as close as possible to February 29.
Schedule Range	Select the start and end date for the report run.

Option

Description

Schedule Frequency

Choose a timing for the schedule. The typical choices are self-explanatory: Hourly, Daily, Weekly, Monthly, and Yearly. For each timing, enter additional settings such as occurrence (Every) and time. For Monthly, also specify the day of the month. For Yearly, specify the month and date.

Caution: If you are scheduling a yearly report on a leap year and you choose February 29 as the month and date, the Console will not save your setting. To ensure that yearly reports are covered on leap years, choose a different date; or choose either February 28 or March 1 if you want your schedule to be as close as possible to February 29.

Schedule Range

Select the start and end date for the report run.

Repeat as required to add another schedule for the same group.
Click OK.

Reports can be archived in PDF, HTML, Excel, Comma Separated Value (csv), or Rich Text Format (rtf). The default PDF format should be used when archiving reports. Compared to PDF reports, other reports may lose formatting information and appear differently. In addition, Excel format is more memory-intensive than PDF.
Select the e-mail scheduled reports to check box and a user from the drop-down menu to automatically send an e-mail notification when the report is archived.

The user receives an e-mail notification stating that the report has been successfully archived. The e-mail also contains a URL to the report so that the user can view the report from the URL. The e-mail notification is sent to the e-mail address listed in the user's profile. The user must have an e-mail address in their user profile.
For the Archive Folder text field, click the archive report group button to select where to list the archived report.
In the Archive Report Selector, select a report archive group and click OK.
In the Report Parameters window, click Update.
For delta reports, in the Schedule Summary, right-click Default under the Param Set 2 column and select Edit Parameters to change the second parameter set, if any. Click Update.
In the Schedule Summary, click Close.

Tip: You can use Velocity template references for fields that accept text, such as Archive Folder and Archive Report Selector. See Velocity References for Reports for details.