Schedule Detail Window of the Reports Page

Overview

Use this detail window to manage one or more scheduled reports. The same report can be configured with multiple scheduled variations. For example, a listing can be generated as a PDF and delivered through e-mail daily to one person, but delivered just once per week to another.

Screen Elements

Schedule detail window toolbar

See Schedule Detail Window Toolbar.

Schedule Name field

The name for the report schedule. A single report will have multiple schedule names.

For example, an original source report named Quality Report can be scheduled and given the following schedule names: Weekly Quality Report, Monthly Team Quality Report, and Region 3 Quality Report.

Delivery Type field

The way users will access or take delivery of this report. On-demand reports can be delivered by electronic mail as attachments or downloaded as files. You can only deliver scheduled reports by electronic mail.

Enabled option

Determines whether the selected report schedule is actively generating output as defined by its scheduling settings. When this option is selected, the schedule is active. When this option is cleared, the schedule remains in the list with all its settings but no future report output is actually generated.

Finish Date field

The date and time for the last report output in the schedule. For example, if a report is scheduled to run weekly for 3 weeks this field would show the date and time of the third and final report output.

Report Location field

The path to the predefined source report in the folders shared by P6 and BI Publisher.

Report Name field

The title for the report defined in BI Publisher.

Report Recipients field

The distribution list showing each e-mail user set to receive the report.

Run Type field

The scheduled report job's recurrence pattern.

For example, run once, daily, weekly, or monthly.

Schedule ID field

A unique system-generated identifier assigned by BI Publisher to each report schedule.

Start Date field

The date and time for the first report output in the schedule.

For example, if a report is scheduled to run weekly for 3 weeks this field would show the date and time of the first report output.

Status field

The state of the scheduled report.

Results are:

Completed: All scheduled runs are complete.

Failed: An error occurred during the scheduled run and a report did not generate.

Pending: The entire scheduled report run is not complete. For example, if a report is scheduled to run every Monday for 10 weeks and only 2 weeks have passed, the status for the scheduled report run remains Pending until all 10 instances of the report have run.

Suspended: The Enabled field is cleared and the scheduled report run will not continue until the Enabled field is selected.

User field

The identifier for the user who created the scheduled job.

Getting Here

  1. Click "" Reports.
  2. On the Reports page:
    1. Click View and select Reports.
    2. Select a report and click the Schedule detail window.

Related Topics

About Reports

Working with Reports

Scheduling Reports


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