Schedule Overview

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Article Goal

Learn about the WebReports Scheduler and how it can be used to automate report execution.

What is the Scheduler?

The WebReports Scheduler allows users to automatically execute reports at scheduled times without manual intervention.

Scheduled reports can be configured to run:

• One time
• Hourly
• Daily
• Weekly
• Monthly
• Yearly

The Scheduler helps automate routine reporting tasks, reduce manual effort, and ensure reports are generated consistently.

Common Scheduler Tasks

Users can perform several actions from the Scheduler:

• Create scheduled reports
• Configure recurring schedules
• Assign reports to appointments
• Configure report parameters
• Configure email notifications
• Edit existing schedules
• Delete scheduled appointments
• Review upcoming report executions

Scheduler Workflow

Most scheduling activities follow a simple workflow:

1. Create a scheduled appointment.
2. Configure the appointment details.
3. Select the report to execute.
4. Choose the execution action.
5. Configure report parameters if required.
6. Save the appointment.
7. Monitor and manage scheduled reports.

Scheduler Interface

The Scheduler page provides a calendar-based view of scheduled report executions.

Users can:

• View scheduled appointments
• Create new appointments
• Edit existing appointments
• Delete scheduled appointments
• Review upcoming report executions

Appointment Configuration

When creating a scheduled appointment, users can configure:

• Subject
• Start Date and Time
• End Date and Time
• All Day option
• Description

Recurring Schedules

The Scheduler supports recurring appointments for reports that need to run on a regular schedule.

Enable the Repeat option to configure recurring execution.

Available recurrence types include:

• Hourly
• Daily
• Weekly
• Monthly
• Yearly

Users can also configure:

• Repeat frequency
• End date
• Number of occurrences
• Never-ending schedules

Report Assignment

Each scheduled appointment can be configured to execute a specific report.

Within the Reports Assignment section, users can:

• Select the report to execute
• Choose the execution action
• Configure report parameters when required
• Specify notification recipients

Available scheduler actions include:

• Queue – Executes the report and stores the results on the Completed page.
• Queue For Role – Executes the report and makes the completed results available to users assigned to the selected role.
• Download – Executes the report and generates the selected output format for delivery.
• Download For Role – Executes the report and makes the generated output available to users assigned to the selected role.

If the selected report contains parameters, the Parameters button becomes available, allowing users to configure the required values before saving the appointment.

Email Notifications

Scheduled appointments can send notifications to one or more email recipients.

Multiple email addresses can be entered using a semicolon (;) separator.

Notifications can help users monitor scheduled report activity and receive report results when configured.

Article Summary

The WebReports Scheduler provides a centralized location for creating, managing, and monitoring scheduled report executions. It supports one-time and recurring schedules, report parameter configuration, email notifications, and automated report delivery, helping organizations streamline recurring reporting tasks.