WSS Admin Guide

Scheduling and Running Reports

In the Report Manager, you can create a new scheduled report and run a scheduled report on demand, outside the schedule.

To create a new scheduled report:

• From the Home tab, from the Statistics drop-down menu, select Charts.


The Charts page displays.


• Click the Report Manager button.


The Report Manager shows the canned charts on the left side of the page. Saved charts and scheduled reports appear in the Chart Management & Report Scheduling on the right side.


• Make sure the Scheduled Reports panel is open. If it is not, click Scheduled Reports.


The Report Scheduling window displays.


• Click the Schedule a Report icon or link.


The Create a New Schedule Report window displays.


• Specify the report attributes, as described in the following table.

FIELD	DESCRIPTION
Report Title	Name this scheduled report; up to 64 characters, case insensitive. This name appears in the list of scheduled reports.
Frequency	Specify the time interval for the schedule, either Weekly (the default) or Monthly.
On Day	If you selected a frequency of Weekly, select a day of the week for the report to run. The default is Monday. If you selected a frequency of Monthly, select a day in the month. The default is 1.
Send To	Enter email addresses of recipients who receive notification when this report is done. Type an address and click the [+] button or press Enter. You can specify up to 20 email addresses; trying to schedule a report with more than 20 addresses results in an error. Recipients receive notification of the report with the subject containing the report's title and the date it was run. The email contains the generated PDF as an attachment. The PDF contains all saved chart contents as of the time of the report. If an email address is longer than 32 characters, the extra characters are truncated for viewing in the PDF, with an ellipse (...) appended to the address.
Available Charts and Report Contents	In the Available Charts box, select one or more charts to include in the scheduled report: Click to select one or more charts. Shift-click to select contiguous charts. To deselect charts, click again. Click the right arrow to move one or more selected charts to the Report Contents box. To move charts from the Report Contents box back to Available charts, click the left arrow, one report at a time. Use the up and down arrows to move the Report Contents charts up and down, one at a time. The order of the charts determines the chart's location in the generated PDF. You can schedule up to 50 reports per admin.

• Click Save at the bottom of the screen to schedule the report.

To run a scheduled report on demand:

• Open the folder containing your scheduled reports.

• Click the Run button at the right of your saved report:

  

  The Processing Request icon at the right of your report appears in yellow. When your report is complete, the icon changes to green. You can hover your mouse cursor over the icon to see schedule status information.

  

To edit a scheduled report:

• Select the Edit icon at the right of the report name:

• The Edit Scheduled Report dialog opens for you to edit.

To enable or disable a scheduled report:

• Locate the report on the Scheduled Reports page.
• Select the Enable/Disable icon at the right of the report name:

To delete a scheduled report:

• Locate the report on the Scheduled Reports page.
• Select the Delete icon at the right of the report: