Scheduling a report

You can set the schedule to generate the reports based on the frequency and the timeline.

You can select one of these options to set the schedule:

  • Now: To generate the report immediately.
  • Later: To schedule the generation of the report at a later date or time. You must specify the date and time in the Run Job date time field for scheduling the report to be generated.
  • As recurring series: To generate the report in recurrence. You must specify this information:
    • Frequency: Set the frequency for the recurrence of the report generation. Possible values:
      • Hourly: The report is generated based on the time interval specified in hours, in the Every hours field.
      • Daily: The report generation recurs daily.
      • Weekly: The report generation recurs on a weekly basis. You must specify:
        • The day of the week in the Select days of the week field. The report is generated on the selected day of the week.
        • The time interval in weeks for the recurrence in the Every week(s) field.
      • Monthly: The report generation recurs on a monthly basis. You can set the recurrence, using these options:
        • On: The day of the week for the recurrence.
        • Week Interval: The week of the month.
        • Every: The time interval in months.
        • On specific day: The day of every month for the recurrence of the report in the Specific Day field.
    • Start Job: Set the date and time when the recurrence of the report generation must start.
    • End Job: Set the end date for the recurrence of the report generation.
      • No end date: The report generation is scheduled on a continuous basis.
      • After Occurrences: The number of occurrences of the report generation.
      • Specific date and time: The last date and time for the recurrence of the report generation.

You can click the Show Preview option to display the report generation recurrence schedule. This option is displayed only when you select the As recurring series option for generating reports.