scheduling a report to run on a regular basis. any scheduled report must indicate the school and...
TRANSCRIPT
Scheduling a Report to Run on a Regular
Basis
Any Scheduled Report must indicate the school and report name
Rename the Report and enter all Selection Criteria for the Report
When you have finished click the Schedule Button on the bottom left
You may schedule the report to run as soon as possible,
One time in the future
Daily, Weekly or Monthly on a regular basis
or
To run the report once in the future you should choose the Once selection. This will open the calendar gadget.
Using the calendar gadget enter a date and time and then click the Schedule button
To run the report Daily choose the Daily selection. This will open the calendar gadget
Using the calendar gadget enter a date and time
Select the number of Interval Days Every # days: 1 would be every day, 2 would be every other day…
Then click the Schedule button
Choose Weekly to run the report once or more during the week, this will open the calendar gadget
Choose the day(s) of the week the report should be run on. When finished click the schedule button
Using the calendar gadget enter a date and time
Choose Monthly to run the report once or more during the month, this will open the calendar gadget
Enter date selections in the Days of month section. Choosing the day's of the month the report should be run on
Click the schedule button when finished
Using the calendar gadget enter a date and time
Let’s look at the Printing/Distribution section
Send to printer: should not be used as it is for a system-wide printer
Save to Finished Reports Wizard: is the default and will send the report to the Finished Reports list. Unless another choice is made this selection can not be removed.
Email to Individual(s): this selection sends the entire report log and/or results directly to an email address or list of addresses.
Reply to: enter a valid email address, the user entered in the Reply to field will receive any reply from the receivers.Format: [ √ ] will apply the default formatting option such as report headers, spacing, and page breaks when sending to a printer or emailing to individuals.
When you are ready to add the report to the list of scheduled reports click the Schedule button
Choose Cancel If you need to make more changes to the selection criteria or decide not to run the report
The above confirmation box should appear showing the name, frequency,
dates and times of the report
You can now Schedule a new report, display a list of scheduled or finished reports or close the reports window
To see a list of scheduled reports click the Scheduled Reports wizard
Since I am logged in as Reporter5, I see a list of all the scheduled reports created under this login
ABC Count Item Titles is listed and scheduled to next run on 7/31/2009 at 9:53
Reports that appear in bold-type are currently suspended
Remember you are just seeing those reports which were scheduled under Reporter5, there are many other scheduled reports under the administrator and the other logins.
Before selecting a time please check with the System Administrator to make sure it is not in conflict with another report
To the left is a sample of the 125 scheduled reports throughout the district
Copy allows you to create a copy of the report, choose any new selection criteria and enter time and dates to run
Remove allows you to delete your scheduled report
Advanced allows you to suspend or reschedule the report
Let’s look at Reschedule and Suspend
Reschedule brings up the Date and Time to run selection used when creating the report. Make any changes and click the schedule button.
Suspend will bring up a confirmation box. To suspend the report click Yes, otherwise Cancel
Ownership: assigns who is able to run or see this report. Trying to change ownership under a Reporter login will result in an error message.
A suspended report will appear in bold letters and will not run until unsuspended
Clicking the Advanced button on a suspended report gives you the option to Unsuspend the report
Choose the Start date Specific option and use the calendar gadget to choose a date you wish the report to start on.
Choose Never If you want to remove the schedule altogether, but retain the report in the scheduled list
The report is now unscheduled and ready to run