Scheduling reports

Plan to receive the report in advance by scheduling the report run at a time, interval, and frequency that you define.

1. In the header of Dev Studio, select the portal in which you manage reports.
2. In the left navigation pane, open the Report Browser by clicking Reports.
3. Select a view of the reports:
   • View your custom reports by clicking the My Reports tab.
   • View all available reports, by clicking the All reports tab.
4. Hover over the report shortcut, and click Actions > Schedule.
5. Optional: Provide the task details:
   1. To edit the default task name, in the Task Definition section, in the Task Name field, enter the task name for the run.
      The name can contain letters, numbers, and the underscore character only.
   2. To edit the task description, in the Task Description field, enter a new description.
6. Provide the scheduling details:
   1. In the Task Scheduling section, in the Time of Day list, select when to run the report.
   2. In the Recurrence section, select the recurrence of the task.
      For example, if you want to run the report once, click One-Time only.
   3. In the on field, click the Calendar icon, and then select the date to run the report.
   4. To retry a failed run attempt, select the On error, retry check box, and then specify the number and interval of re-tries.
7. Provide the task output processing details. For more information, see Managing report subscriptions.
8. Schedule the run by clicking Submit.