Manage report schedules

Reporting Server provides report-specific schedules to help you control processing and distribution of reports. All schedules specify a type of recurrence: monthly, weekly, or daily.

This section explains on how to add, edit, delete schedules, manage report schedules and also on how to run the schedules on demand and enable or disable schedules in the Bold Reports On-Premise.

Schedules page displays the schedules that are accessible by the user depending on the user’s permission will be shown in the schedules page.

Add schedule

Schedules can be created only if the user has Create All Schedules permission. Schedules can be created in two ways,

1. Add schedule from + button in the left side menu.
2. Add schedule from context menu of the respective reports.
3. Add schedule from schedule listing page.

Add schedule from Create button menu

• Click on the + button in the left side menu and choose Schedule under Create to add a Schedule.

Add schedule from context menu of the respective reports

• Click the Actions button in the reports grid context menu and select Schedule to schedule the corresponding report.
• Once dialog was opened, the category and report values are selected by default,

Categories or Reports can be changed from schedule dialog box itself.

Add schedule from schedule listing page

• Click Schedules from left side panel of the Report Server and click Create Schedule button.
• Select the required category from Category dropdown. After selecting the category, corresponding reports under that selected category will be displayed in the report dropdown,
• Select the required report from the dropdown.
• Select the export name from the dropdown of Schedule Name,Report Name,Timestamp.

Configure Report parameters

• Parameters available for the report will be shown in scheduler dialog.
• Select the parameter values to schedule and export the reports with this filter.

To modify the parameter values, you should enable the Set parameters option in the schedule dialog box.

Configure Recurrence Intervals

• Select the recurrence type, recurrence, start and end dates in the `Add Schedule’ dialog box.
• Reports can be scheduled hourly, daily, weekly, monthly and yearly
• Application time zone will be shown below the date picker. Start time of the schedule will be converted to client time zone and shown in the right side for user’s convenience.

Compress file to export

• You can compress the exporting reports as a zip file by selecting the Enable File Compression option in the schedule dialog box. This is not mandatory and you can decompress it at any time by simply unchecking that option.
• You can secure the exporting reports with password protection by enabling the Enable Password Protection option in the schedule dialog box. By default, the Default Password option is selected.

For default password, the password will be generated in the combination of first four characters of username and last four characters of email.

• You can customize the password protection rules for exporting reports by choosing the Custom Password option.

• But, the username or first name is mandatory in the password condition.

  For instance, you have a sample user with details below:

  First Name : John
  Last Name :
  Email: johnmichael@gmail.com
  

  With this sample user, the possible password combination and its unlock password have been explained below.

Customize Mail template

• Mail template define the text which is sent via email to the report server user.
• Initially the default template will displayed in the mail template and if the custom password is enable the user can add the password hint in the mail template if necessary
• And also you can customize the email template with your preference.

Mail template predefined variables

By selecting the variable the scheduled user variable is assigned directly from the server to the mail template

• {Full Name}: Full name of the recipient
• {First Name}: First name of the recipient
• {Last Name}: Last name of the recipient
• {Schedule Name}: Name of the schedule
• {Report Name}: Scheduled report name
• {Report Link}: Link to the scheduled report
• {Export Format}: Export file format which is chosen the schedule
• {Date}:Date means when the schedule triggered
• {Organization Name}: Organization name is retrieved from the site setting

Configure the export types

• Reports can be exported in PDF, Word, Excel, HTML, PPT, CSV and XML formats

Email attachment

• Exported reports can be sent to individual users or groups by checking Email attachment option.
• Also the exported reports can be sent to external recipients by providing the Email Id and you can add multiple external recipients at a time, separate an email by a comma(,). For example [recipient1@gmail.com,recipients2@gmail.com].

Note: Email attachment is selected as default.

Save as file

• We can also save exported reports into any location by checking Save as file option.

• To save the exported report, Export Path and Max reports count has to be filled.

  Export Path - Location to save the exported report. By default, the folder path will be \Export and the default root path location will be C:\BoldServices\app_data\reporting\Jobs.

  • You need a required folder path, simply edit the default folder path location and set the required path location in the Export path.
  • You need a required root path, it must be updated in Shedule Report Setting Export path.

  Max reports count - Maximum exported reports count to be save in that location.

  Overwrite the Existing file - when you enable this option, it will overwrite the existing file which is present on the exported folder location.

  Notify Recipients - When you enable this option, it will notify the recipients.

• For saving the exported file on network location, we have to provide path in UNC format as like below,\\172.34.203.23\test\Export

  Root directory path: \\172.34.203.23\test

  Relative path: \Export

  • Root directory path can be provided on Shedule Report Settings while relative path can be provided on creating the schedules.
  • If the folder test not exist, test folder will be created automatically while running the schedules.

  Write permission for that required root directory path folder.

• When clicking the Schedule, the report will be scheduled in the selected recurrence.

  Read Write Delete permission for that Specific Schedule will be added for the user who created the schedule.

Edit schedule

Category, report, name, recurrence type, recurrence, start and end dates, export format and the recipients can be changed in the Edit Schedule dialog box.

Run now

Schedules can be made to run on demand by using this Run Now option in the schedule grid context menu. Report will be exported in the format specified and sent to the recipients.

Enable or disable schedule

Schedules can be disabled at any time which will ignore any next occurrences. When enabled it will get the next occurrence and run accordingly.

Delete schedules

Schedules can be deleted from the Report Server when it is no longer required.

Click the Actions button in the schedules grid context menu and select Delete to delete the schedule.

REST API reference

The following table illustrates the list of available APIs related to schedules in Bold Reports On-Premise.