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

Choose the filter from the list on the left side for the selected report.

Customize filter parameters, using the three dropdowns.

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Filters properties

For advanced filters, use +Add and +Formula buttons.

Select filters and functions from the list or enter them directly in the frame. Then click Okay.

Final command 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.

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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 x icon.

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