Scheduling a Report

You can schedule a report to run automatically at a configured time interval.

➢ To schedule a report:
1. Open the Scheduled Reports page (Statistics > Reports > Scheduled Reports).

2. Click Add Scheduler.

3. Configure the report scheduler using the following table as a reference.

Scheduler

Column

Description

Details

Active

Toggle the 'Active' switch to activate or deactivate the scheduler.

Scheduler Name

Enter an intuitive, management friendly name for the scheduler.

Description

Enter a description for the scheduler to facilitate management for other operators.

Scheduler Scope

From the drop-down list, select the relevant Service Provider tenant or select all tenants.

Report Name

From the drop-down, select a report name. Scroll down to view the full list of options. Auto complete is also supported.

Graphical user interface, text, application, email Description automatically generated

The Report Info displayed below the drop-down list is updated accordingly.

Graphical user interface, text, application Description automatically generated

Scheduler

Report Generation Period

Select either Hourly (default), Daily, Weekly or Monthly. Determines how frequently reports will be generated. Select one of the following:

■ Hourly then 'Minutes' will also be configurable.
■ Daily then 'Hours' and 'Minutes' will also become configurable.
■ Weekly then 'Days', 'Hours' and 'Minutes' will also become configurable.
■ Monthly then 'Days', 'Hours' and 'Minutes' will also become configurable.

Repeat

From the drop-down list, select one of the following:

■ Infinite: The scheduler runs reports endlessly, without limitation.
■ Limited: The scheduler runs reports an x number of times according to Repeat Number.

File to Save

Select either None, CSV or PDF.

Max Number Of Files To Save

Defines the number of historical reports. Default: 60. If CSV or PDF is selected for the preceding parameter, the field is activated, and the default can be modified.

File to Send

Select either None, CSV or PDF.

Mail To

If CSV or PDF is selected for the preceding parameter, the 'Mail To' field is activated and a destination email address or multiple destination email addresses can be entered.
4. Click OK. The new scheduled report is displayed.

5. Return to the Reports page and note the Scheduler icon is displayed adjacent to the new entry.