To schedule reports, you need to have report scheduler access rights configured in the site’s security realm.

Scheduling Reports

To schedule a report, select appropriate report from the list, click on the three lines icon and choose Schedule Report from the dropdown.

There are four steps (displayed as tabs) to be completed:

1. Recurrence

2. Filters

3. Batch

4. Recipients

Recurrence:

Schedule Name: Enter the name

Export Type: Select from the dropdown (Excel, PDF, RTF or CSV)

Password & Confirm Password: Password to access the exported file is required. Password must contain at least 3 characters.

Check the box Execute immediately if you want to export the report right now.

Define the parameters in the Schedule Time section.

Define the recurrence of the export in the Recurrence Pattern section.

Define the range of exports in the Range of Recurrence section.

Filters:

Rw ui tabs macro
Rw tab
title	Docupace Analytics
Exago Report Scheduler	The Scheduler can schedule or re-schedule existing reports.
Exago Report Scheduler Admin	The Scheduler Admin can see and schedule the reports with the Schedule Admin tool.
1	Image Removed Schedule report	2	Image Removed Recurrence properties	3

You can filter by the results. Define the filter if you want to run a filter automatically.

1. Select the Filters tab (1).

2. Choose the fields (EVENTDATE in the example) from the list on the left side (click the Arrow icon) (2) for the selected report.

3. Select the condition from the dropdown (3).

4. Enter the value (4).

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Configuring the filter

You can use several filters at once. To add another filter:

1. Choose the fields (Request Type in the example) from the list on the left side (click the Arrow icon) (1) for the selected report.

2. Select the condition from the dropdown (2).

3. Enter the value (3).

4. Select the condition AND (to filter results when both conditions are executed) or OR (to filter results when at least one condition is executed) (4).

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Configuring the second filter

Ro add new fields and formulas, use +Add and +Formula buttons respectively. The final command is displayed in the SUMMARY field.

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When adding a new formula, the application opens the Formula Editor window.

Select the fields and functions from the dropdown lists, enter them directly in the SUMMARY field, or click +Add to add a new ones. Then click Okay.

The final formula is displayed in the SUMMARY field.

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Formula editor

Batch:

You can send a set of reports to recipients.

Select reports and configure parameters:

Check the Run as Batch Report box.

Batch Summary Email section: Choose recipients for the email describing the results of the completed batch operation.

Batch Email Field: Choose the field that contains the email addresses to use when sending out completed reports. (Only fields that relate to the scheduled report are shown.)

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Batch properties

Recipients:

Check Email Results box to create emails with attachment(s) of the report(s).

Fill out the email header fields (To, Cc, Bcc, Reply To, and Subject).

Enter a description about the report(s).

Click Finish when all sections are completed.

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Recipients properties

Confirmation message will be displayed if schedule is completed correctly.

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Confirmation message

Recipient receives the email with attachment(s) of the report(s).

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Email

Enter the password to open the report(s).

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Password

Exported report is displayed.

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Report

Administering Reports

Click Manage Scheduled Reports to administer the schedules. The applications shows all schedules created by the current user.

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Run scheduled reports manager tool

List of existing schedules shows the:

• Schedule name

• Schedule type

• Report name

• Last execute date

• Next execute date

• Status (e.g., Ready - Job is ready for execution; Completed - Job is successfully finished; Abandoned - Job was abandoned on last execution and will not execute again)

• Run count (how many times report had run)

To edit existing schedule, click the pencil icon on the selected schedule. Make the necessary changes.

To delete existing schedule, click the appropriate x icon.

To remove all schedules created by the current user, and that have been complete and deleted click the Flush icon.

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