Managing Scheduled Reports

You can run Scheduled Reports to gather data about activity in your system. Scheduled Reports are based on Saved Filters from the Activity > Messages page. (See Filtering Message Activity.) These reports are run on a schedule you specify and sent via email as CSV files to valid CIC users you select.   

Creating Scheduled Reports

1. Go to Activity > Scheduled Reports and click the Add Scheduled Report button.

   

   The New Scheduled Report page displays.

   

2. Enter a name and description of your report.
3. Select the Saved Filter to use as the basis for your report. See Managing Saved Filters.

   

4. Select one or more email addresses to send the report to. Email addresses you select must be valid CIC users.

   

5. Specify when to generate the report. Click Add Schedule.

   The Schedule dialog box displays.

   

   1. Select a time zone. Schedules you add are relative to the time zone you select.
      
      Note: This schedule does not support time changes, for example, moving from Daylight Savings Time to Standard Time. Instead, you must manually adjust the time and/or time zone when appropriate to ensure your reports continue to be generated as expected.
   2. Select an interval type – Minutes, Hourly, Daily, Weekly or Monthly.
      Note: The smallest interval supported is 1 minute.
      
      • For Minutes, choose an interval in minutes and a starting point in seconds for each interval.
      • For Hourly, choose an interval in hours and a starting point in minutes and seconds for each interval.
      • For Daily, choose either an interval in days and a starting pointing in hours, minutes and seconds, or choose to run at every working day and specify a starting time.
      • For Weekly, select the days on which you want the Data Flow to run and specify a starting time.
      • For Monthly, select either of the following:
        • A numerical day of the month (for example, the 15th of the month), an interval in months (for example, every 3 months), and a starting time. Should the day of the month fall on a non-working day, you can specify that the Data Flow should run on the weekday that falls closest to the scheduled start time.
        • A day of the week and its order (for example, the second Tuesday of the month), an interval in months (for example, every 3 months), and a starting time.
   3. Click Advanced to specify a schedule using Quartz Cron notation. 
      Note: The smallest interval supported is 1 minute.
6. Select the Send the report ONLY if data... check box to configure your report to be created and sent only when data is found that matches your Saved Filter.  
7. Save your work.

Editing Scheduled Reports

1. Go to Activity > Scheduled Reports. 

   

2. Select the Scheduled Report you want to edit.
3. Edit the report as necessary.
4. Click Save.

Deleting Scheduled Reports

1. Go to Activity > Scheduled Reports. 

   

2. Select one or more reports.
3. Click the Delete button.