Schedule an Entry

You schedule an entry to run it at a later time or at a recurring date and time. For example, you can schedule a report or an agent.

If you no longer need a schedule, you can delete it. You can also disable it without losing any of the scheduling details. You can then enable the schedule at a later time. For more information, see Activities Management.

You can schedule an entry to run on the last day of each month or as part of a job . You can schedule reports based on trigger occurrences .

To schedule an entry, you need the permissions that are required to run the entry. For example, to schedule a report or report view, you must have read, write, execute, and traverse permissions for it. To schedule a child report view, you must have execute permissions on the parent report. You also require the following access permissions for any data sources used by the report:

• dataSource - Execute and Traverse

• dataSourceConnection - Execute and Traverse

  With only Execute access, you are prompted to log on to the database.

• dataSourceSignon - Execute

To set priority for an entry, you must have the required permissions for the Scheduling priority secured feature. See Secured Functions and Features.

Steps

1. Click the schedule button for the entry you want to schedule .

2. Set the priority for the scheduled entry.

   Select a lower number for higher priority. The default is 3.

3. Under Frequency, select how often you want the schedule to run.

   The Frequency section is dynamic and changes with your selection. Wait until the page is updated before selecting the frequency.

4. Under Start, select the date and time when you want the schedule to start.

5. Under End, select when you want the schedule to end.

   Tip: If you want to create the schedule but not apply it right away, select the Disable the schedule check box. To later enable the schedule, clear the check box.

6. If additional options are available on the Schedule page, specify what you want.

   For example, for reports, you can select formats, languages, delivery method (including how to save report output files), and prompt values. For more information, see Reports and Cubes.

7. Click OK.

A schedule is created and the report runs at the next scheduled time.

Example - Schedule an Entry on the Last Day of the Month

You want to schedule a financial report to run automatically on the last day of each month for the next year.

Steps

1. Click the schedule button for the entry you want to schedule .

2. Under Frequency, select By Month, and then select Day.

3. Enter Day 31 of every 1 month(s).

   Entering 31 as the day ensures that the entry runs on the last day of the month, regardless of how many days are in the month.

4. Under Start, select the last day of the current month as the day you want the monthly schedule to start.

5. Under End, select the last day of the same month next year as the day you want the monthly schedule to end.

6. Click OK.