Report Center Scheduler
Reports can be run as needed or you can use the page to add, maintain, and monitor jobs that will generate specified reports at defined times.
Reports generated by scheduled jobs are distributed to recipients by email. As you create jobs, consider whether your email server will be able to handle the size and quantity of the attached files.
Complete reports are also added to the page. (See Reviewing Report Center scheduled reports.)
Access the Scheduler page by:
- Selecting Scheduler from the Reports Center menu.
- Selecting the Schedule option from the Report Builder or Transaction Viewer after saving a new report.
- Selecting an existing report in the Report Catalog and selecting the Schedule option after navigating to the Report Builder or Transaction Viewer.
Define delegated administrator access to Report Center Scheduler on the page. Look for Schedule reports under Access the Report Center.
The Scheduler page lists previously created scheduled jobs and provides basic information about each.
| Column | Description |
|---|---|
| Job Name | The name assigned when the job was created. |
| State | Indicates whether a job is Enabled (runs according to the defined recurrence pattern) or Disabled (inactive and does not run). |
| Recurrence | The recurrence pattern (Daily, Weekly, Monthly) set for this job. |
| Next Scheduled | The date and time for the next run of the job. If the job is not rescheduled to run again, the column is empty. |
| Ending | The ending option selected when the job was created. |
| Owner | The name of the administrator who created the job. |
| Status |
Indicates whether the job status is
|
| History | A link to the Job History page. See Scheduled job history for details. |
Use the options on the page to manage scheduled jobs.
- Click Add Job to define a new job. See Adding or editing Report Center scheduled jobs.
- Click the job name to edit the job. See Adding or editing Report Center scheduled jobs.
- Select a job and click Delete to delete a job. Note that, once deleted, a job cannot be restored.
Deleting a job deletes the job history but will not also delete the reports that were generated by that job. The reports remain available for review using Reviewing Report Center scheduled reports.
- Select a job and click More to:
- Run Now to run the selected job immediately. This run will be in addition to the regularly scheduled runs.
- Enable a job so that it will be rescheduled as appropriate.
- Disable a job and keep it from being rescheduled but leave it in the job list.
- Click the Refresh button to refresh the information on the page.
- Select Review Reports to view a list of all of the reports that were created each time a scheduled job ran successfully. See Reviewing Report Center scheduled reports for details.
- Use the sort options with each heading to change the way the page is sorted. Select the option again to reverse the sort. By default, the page sorts alphabetically by job name.
Note that the Recurrence column does not provide the sort option.
- Use the paging options to navigate through the list of jobs.
- Change the column width to make the page easier to view.
- Super Administrators can use the View only my jobs option to view only their jobs. By default, the toggle is off when a Super Administrator opens the page and all jobs are listed. Toggle the switch to On to display jobs owned by the Super Administrator.