Scheduled Reports

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Scheduled Reports may be created from any saved Global Search. You can create multiple reports to run at different schedules.

To create a report task for a scheduled report

1.Select the Admin > Scheduled Reports menu.

Admin > Scheduled Reports

Admin > Scheduled Reports

2.Click the Add a Scheduled Report button.

Scheduled_Reports

3.Enter the following configuration settings for your report task.

Add Report Task form

a.Report Name - Specify a file name for your report. The file name may have a date and time stamp pre- or appended.

b.Run Every x Days - Specify the periodicity of your report. Shortest period of automated reports is daily.

c.Start Time - You may specify a time that is off hours or any time to run the report. After specifying the time, a report may be generated immediately if the report has not run within 24 hours.

d.Search Name - Any saved global searches will be available to use for your schedule report task. Select a saved global search.

e.Report Type - You may specify to have your report generated in Excel or CSV format.

f.Affix Datetime - You may configure to include the date and time stamp as part of the output report name. As you select one of the option, an example file name updates.

4.Click the Add button to save your configuration. Your report task shows in the list of all configured report.

Sample_Saved_Scheduled_Report

To view, download or delete generated reports,

1.Click on the row with your report name. The output of a report task shows in the bottom. When you have more than 1 task configured, report for each shows as you click on each row.

2.Click the download button to download a report within a schedule task.

Scheduled_Reports_download

3.Click the delete button to remove a specific report. You are required to confirm before the report is deleted.

To Edit a scheduled task

1.Click the Edit, Button_Edit button to open the Edit Report Task form. You may change any of the information configured, including report names.

2.You may change any of the information configured during add report task. Make your changes and click Save. Note that a new report will not be generated if already created within the period specified.

Edit Report Task form

3.When date time is include in the report name of a report task, reports prior to the configuration change also shows when you click on the row of your report.

Scheduled_Reports_multiple

To Delete a scheduled task

1.Click the Delete, Button_Delete button for the report task you no longer need.

Delete report form

2.You are asked to confirm deletion by typing "DELETE". Once confirmed, the configuration and all reports associated to the task are removed. You will no longer have access to deleted reported.

Physical location of reports

Physical file may be found directly on the server where the CIP web application has been installed, <CIP_Install_Location>\Web\Reports\ID#. The ID# can be found in the ID column in the list of Scheduled Reports.

If access to physical files are needed to work with scripts, request the your company system administrator share the reports folder.

A new ID will be create when tasks with the same report name are deleted and recreated.