Scheduling How To
Scheduling allows a document to be executed at a specified time
on a specific interval without the need for user intervention.
Scheduled Documents are useful for long running reports that can be
executed during off hours and for distributing documents via
email.
How to Schedule a New Document:
- If you are not an administrator, there will be a link called
Document Scheduling on the navigation bar. If you are an
administrator, there will be a link called Administration which
leads to the Document Scheduling link.
- Choose Add New Scheduled Document
- Select the document to schedule on the Document tab. Set the
schedule interval on the schedule tab. Fill in values for any
parameters on the parameters tab. Optionally, specify the report as
an email or alert report and enter any unmanaged output.
How to Edit a Scheduled Document:
- From the Document Scheduling Page, locate the scheduled
document you want to edit and click the Edit Link.
- Make the desired changes.
How to Delete a Scheduled Document:
- From the Document Scheduling Page, locate the scheduled
document you want to Delete and click the Delete Link.