Scheduling other reports in Admin

Space Administrators can schedule the distribution of reports in Space Management. You can specify the format, how often to run it, and the recipients.

  • Space Administrators can set up report bursting and exception reporting.
  • Give users permission to schedule reports in Designer, Visualizer, and in Dashboards by selecting Enable Self-Scheduling in Group Permissions.
  • To see the status of report schedules, select Admin > Manage Access > Background Job.
  1. Select Admin > Space Management > [Select a Space] > Notifications.
  2. Click + Create New Notification.
  3. Complete the Notification form.
    • In the Add Users field, specify users to send the notification to users. The system automatically displays possible users based on the characters you specify.
    • Specify email addresses to send the notification in the Email field. You can specify a list of email addresses separated by semi-colons.
    • To select a report, click the Folder icon in the Search Reports field. The Report Catalog is displayed. Select a report from the list.
  4. Complete the remaining fields for the notification.

    You can set up a recurring notification schedule, set up an exception report, or use session variables and report parameters in the file name.

  5. Select the Attachment Format for the notification. You can select multiple attachment types.
  6. Click Save.

    The notification is listed in the Notifications panel. You can click the Actions icon to perform these actions: 

    • Edit, Move, Duplicate, and Delete the notification.
    • To run the report, click Run Now.