Schedule Overview

The Schedule page allows you to create and manage appointments that run reports automatically. Scheduled reports can run once or repeat at configured intervals.

Use the calendar to review upcoming appointments, create schedules, and manage existing scheduled reports.

Open the Schedule page

1. Sign in to WebReports.
2. Select Schedule.

The calendar displays scheduled appointments. You can change the calendar view or navigate to another date to locate an appointment.

Appointments displayed on the Schedule calendar.

Appointment configuration

Each appointment can include:

• Subject
• Start Date and time
• End Date and time
• All Day option
• Repeat settings
• Description
• Notify Emails

The start and end values determine when the appointment is scheduled.

Enter multiple notification email addresses using semicolons.

Fields used to configure a scheduled appointment.

Recurring appointments

Enable Repeat to run the appointment on a recurring schedule.

WebReports supports the following recurrence types:

• Hourly
• Daily
• Weekly
• Monthly
• Yearly

Depending on the recurrence type, you can configure the interval, applicable weekdays, day of the month, or month and day.

The End repeat setting determines when the recurrence stops:

• Never — Continues without a specified end.
• On — Ends on a selected date.
• After — Ends after a specified number of occurrences.

Review recurrence settings carefully to prevent reports from running more frequently or longer than intended.

Available recurrence types for a repeating appointment.

Report assignment

A scheduled appointment must include a report assignment. The selected assignment identifies the:

• Report
• Database connection
• Assigned role
• Report view

The reports available for selection depend on your report assignments and permissions.

After selecting a report assignment, choose the action WebReports should perform when the appointment runs.

Schedule actions

The scheduler provides four report actions:

• Queue — Processes the report without generating a downloadable file. The completed execution appears on the Completed Reports page.
• Queue For Role — Processes the report without generating a downloadable file and makes the completed execution available through the role associated with the selected report assignment.
• Download — Processes the report and generates a file in the format selected under Parameters.
• Download For Role — Processes the report, generates a file in the selected format, and makes the completed execution available through the role associated with the selected report assignment.

The selected report assignment determines the role used by Queue For Role and Download For Role. Selecting either action does not display a separate role field.

Queue, Queue For Role, Download, and Download For Role actions.

Report parameters

Select Parameters to configure the values required by the report. Available parameters depend on the selected report and may include:

• Start and end dates
• Pools
• Filters
• Other report-specific values

Select Schedule in the Parameters window to apply the values to the appointment.

The Download and Download For Role actions also require a file type. Available formats include:

• .XLSX
• .XLS
• .PDF
• .DOCX
• .PRNX
• .CSV (comma)
• .CSV (pipe)
• .CSV (tab)

After parameters are applied, the Parameters button displays the number of configured values.

Important: Changing the selected action clears previously configured parameter values. Open Parameters again and reenter the required values after changing the action.

Report parameters and available download file types.

Email notifications

Use Notify Emails to identify recipients who should receive notifications about the scheduled appointment.

Enter multiple email addresses using semicolons.

Notifications help recipients monitor scheduled report activity. Report access and delivery may depend on the selected action, report assignment, and recipient permissions.

Save the appointment

Select Done after reviewing the appointment, recurrence, report assignment, action, parameters, and notification recipients.

Select Cancel to close the appointment without saving it.

The saved appointment appears on the Schedule calendar.

Manage scheduled appointments

From the Schedule calendar, you can review and manage existing appointments. Available options may include:

• Opening an appointment
• Reviewing its configuration
• Updating its schedule
• Replacing or modifying the selected report
• Deleting the appointment

For detailed instructions, see Working with Scheduled Reports in WebReports.

Completed scheduled reports

When a scheduled appointment runs, its processed execution appears on the Completed Reports page.

The available result views and download options depend on the selected scheduler action and report configuration.

For more information, see Working with Completed Reports in WebReports.

Before scheduling a report

Before saving an appointment:

• Confirm the start date, time, and time zone.
• Review all recurrence settings.
• Verify the selected report assignment and action.
• Confirm that all required parameters are configured.
• Verify the selected file type for download actions.
• Check notification email addresses for accuracy.
• Ensure recipients are authorized to access the report information.