Report Name
The name of the selected report will display here for reference.
Enable Schedule
Check this box to enable the schedule. Uncheck the box to disable.
Schedule Type
- By Interval: The report will run daily at the Interval specified based on the Sync Time as the basis.
- By Weekdays: Use this setting to enable / disable the week days to allow the report to run. The specified interval is used on the days enabled.
Sync Time: The base time used with the Interval to calculate the starting time for the report.
Interval: Enter a number for the interval (in minutes). The minimum is 5 minutes, the maximum is 1440 minutes.
Example
Interval Type
Sync Time: 4:00 PM
Interval: 60
In this example the report would run every hour starting a 5:00 PM.
Output
Save to disk: Check this box to allow saving the report to disk.
File type: Use the drop down to select the type of file. The options include CSV, HTML, PDF, TXT, XLS and XLSX.
File name: Enter the text that will be used for the output file name. Remember to use only characters that comply with standard Windows file names. The name can consist of valid static characters and tokens.
File path: Enter the path that will be used to save the report files. After placing the cursor in this box, a Property Specific drop-down will appear to allow adding time specific tokens as part of the path. Refer to the File name description above for the token options.
Note
For File Path and File name, a "Period Specific" drop down will appear at the top to allow adding time specific tokens as part of the file name. The choices include $$CurrentMinute$$, $$CurrentHour$$, $$CurrentDay$$, $$CurrentMonth$$ and $$CurrentYear$$. The tokens will be replaced with actual date and time information when the report is generated.
Send e-mail: Check this box to allow sending the report via email. The file name information is still required to attach to email. The path information is not required for email. If only email is enabled the reports will not be saved to disk.
To: Enter the recipient email address. A distribution email address can also be used to send to a group of recipients.
Cc: Enter an additional email address if desired.
Subj: Enter an appropriate subject for the email. After placing the cursor in this box, a Property Specific drop-down will appear to allow adding time specific tokens as part of the subject text.
Message: Enter the text for the message body. After placing the cursor in this box, a Property Specific drop-down will appear to allow adding time specific tokens as part of the message body.