Schedule report settings

This section explains how to use the schedule report settings to manage schedule control, compress the exported reports into a zip file by using the Enable File Compression option, and configure various export paths.

Additionally, you can set up FTP/SFTP and S3 bucket exports for scheduled reports. These settings allow you to specify where the reports will be saved, how they will be transferred to external storage locations, and control the scheduling of report exports.

Schedule Control

  1. Click on the Settings option in the Report Server left-side panel and navigate to the Reports tab. Schedule report settings tab in Report Server

  2. By enabling the Disable Process Schedule option, all scheduled tasks for this site will be stopped.

    Schedule report settings tab in Report Server

  3. After configuring the schedule control settings, click the Save button to apply the changes.

Enable file compression

  1. Click on the Settings option in the Report Server left-side panel and navigate to the Reports tab.

  2. Switch to the Schedule tab as shown in the following image: Schedule report settings tab in Report Server

  3. Check the Enable File Compression option and click the Save button to save the settings.

  4. Exported reports can be made more secure with password protection by enabling the Enable Password Protection option. The Default Password option is selected by default.

    For the default password setting, the system will generate a password by combining the first four and the last four characters of the user’s email.

  5. You can customize the password protection rules for exporting reports by choosing the Custom Password option. However, the username or first name is mandatory in the password condition. Custom password compression settings

  6. When configuring a Custom Password for exported reports, the available password conditions depend on the recipient type:

    • Internal users – Passwords can be generated using any combination of the selected user attributes, such as First Name, Last Name, Email, and Custom Text.
    • External recipients – Password creation supports only Email and Custom Text. User-specific fields such as First Name and Last Name are not supported for external recipients.

    Custom Password

  7. For instance, let’s consider a sample user with the following details:

    First Name : John
    Last Name : Michael
    Email: [email protected]
    Custom Text: john@123

  8. With this sample user as an example, we will explain the possible password combinations and their corresponding unlock passwords in the section below:

    Password Rule Unlock Password
    The First four characters of the Email
    +
    The Last four characters of the First Name     		johnJohn
    First four characters of First Name
    +
    First four characters of Last Name     		JohnMich
    First four characters of Email
    +
    Last four characters of Last Name
    +
    		johnhael
    Last four characters of First Name
    +
    Custom Text     		Johnjohn@123

Save as file

  1. Click the Settings option in the Report Server left-side panel and navigate to the Reports tab.

  2. Switch to the Schedule tab as shown in the following image: Schedule report settings tab in Report Server

  3. We need to save the export path value for exporting reports to the specified location. By default, the directory root path will be C:\BoldServices\app_data\reporting\Jobs. Default Export path Settings

  4. You can edit the default directory root path value provided in the “Export path” option, and then click on the Save button to save the changes. Required Export path Settings

FTP or SFTP Settings

You can export reports to an FTP location by configuring the respective server credentials. To do this, enable the FTP / SFTP Location Export checkbox. After you have entered the credentials, make sure to save the changes to apply them. FTP Location

S3 Bucket Settings

You can export the reports to an Amazon S3 bucket by configuring the respective bucket details. To do this, enable the S3 Bucket Export checkbox.

Credential Type: Select the authentication method used to access the Amazon S3 bucket.

Access Key

  • Access Key: Provide the access key for your Amazon S3 bucket.

  • Secret Key: Provide the secret key for your Amazon S3 bucket.

  • Bucket Name: Enter the name of the Amazon S3 bucket where exported reports will be stored.

  • Region: Select the AWS region in which the S3 bucket is hosted.

    S3 Bucket Settings

KMS Key

  • KMS Key: Enter the AWS KMS key used to access and encrypt objects stored in the S3 bucket.

  • Bucket Name: Enter the name of the Amazon S3 bucket where exported reports will be stored.

  • Region: Select the AWS region in which the S3 bucket is hosted.

    S3 Bucket Settings

NOTE: When using a KMS key, the environment hosting the Bold Reports® application must have the necessary AWS permissions to access both the specified Amazon S3 bucket and the AWS KMS key. Ensure that the configured IAM user or role has the required S3 and KMS permissions.

After entering the required details, click the Save button to save the settings.