To create a schedule:
| 1. | Locate the report you want to schedule in the repository. |
| 2. | Right-click the report and select Schedule... from the context menu, or if the report already has a schedule, click the schedule icon  |
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| Scheduled Jobs Page |
| 3. | Click Create Schedule. The Schedule tab of the scheduler appears. |
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| New Schedule Tab |
| 4. | Set a start date, choosing whether to run immediately or on a specific date. If a specific date is selected, click the calendar icon |
| 5. | Specify the time zone for the schedule. The default time zone is the time zone of the server, the time zone you entered at log in. If you’re in a different time zone, set this field accordingly. |
| 6. | Choose a recurrence setting, as described in Running a Job Repeatedly. If you select Simple or Calendar Recurrence, additional controls appear on the page. |
| • | None: Run the report once. |
| • | Simple: Schedule the job to recur at a regular interval, specified in minutes, hours, days, or weeks. |
| • | Calendar: Schedule the job to recur on days of the week, days of the month, specific dates, or date ranges. |
| | If you set up a job with simple recurrence to start immediately, the job schedule will change after export/import. This happens because the imported job does not retain the previous run history and therefore starts immediately after successful import. To ensure a recurring schedule does not change after export/import, either use simple recurrence with a specific start time, or set up calendar recurrence. |
| 7. | If the report you are scheduling has input controls that prompt for user input, click the Parameters tab. |
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| Set the Parameter Values Page for Scheduling a Report |
Saved values, if there are any, appear in a drop-down list at the top of the page, as shown in “Set the Parameter Values Page for Scheduling a Report”. In the Use saved values drop-down, you can set the input controls defined for the report you’re scheduling. You can set the input values for the scheduled report, and click Save Current Values to save the input value as a named set of values.
For more information about using saved values and saving input values, see Running a Report with Input Controls or Filters.
| 8. | Choose a set of saved values, or set the input controls. |
| 9. | Click the Output Options tab and set the output format and location, as described in Setting Output Options. |
| 11. | Click Save. The Save As dialog box appears. |
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| Create a Name for Scheduling a Report |
| 12. | In the Scheduled Job Name field, enter a name for the job, for example, Weekly Report. The description is optional. |
| 13. | Click Save to save the schedule. The job appears in the list of saved jobs for this report. |
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