Navigate to the D&A folder in which the report is located and follow these instructions to schedule the report to run.
Set the Instance Title field to your desired title.
Setting a unique Instance Title for each job you schedule will help you identify the specific job when viewing the History list at a later time. |
Click Recurrence in the Schedule menu in the left panel. The Recurrence page will populate in the right panel.
From the Run Object drop-down menu in the right panel, select the recurrence frequency and fill out the options which you are then presented with. If you choose the option Once then you can usually ignore the End Date/Time fields. The example in Figure 2 shows how to specify a job to run weekly on Tuesdays at 9:40AM for the next 10 years.
Figure 2: Schedule, Recurrence page. Click image to enlarge.
Click Formats in the Schedule menu in the left panel. The Formats page will populate in the right panel. Move the checkmark to the box corresponding to the format in which you wish to receive the results (ex. Microsoft Excel or Adobe Acrobat).
Click Destinations in the Schedule menu in the left panel. The Destinations page will populate in the right panel.
Type your own email address in the To: field.
Emails from D&A are not encrypted. If the report results include any sensitive data (especially if that data requires authorization from Primary Process Owners), then make yourself aware of all applicable regulations/requirements before you schedule your job. When in doubt, you should feel comfortable sending specifically to your own email address while using the %SI_VIEWER_URL% Viewer Placeholder in the Message: body INSTEAD of including an attachment (you must uncheck the Add Attachment checkbox). The email you receive would then include a hyperlink, which brings you securely back to D&A to view/download the results. |
Fill in the Subject: and Message: fields. Placeholders are available via drop-down menus and those will be replaced with the applicable values after the job runs. See Figure 4.
Figure 4: Email Destination example with secure hyperlink instead of an attachment. Click image to enlarge.
Uncheck the Add Attachment box if you do not intend to have sensitive data emailed in a non-encrypted manner (see Sensitive Data Warning above). For non-sensitive data, you may leave the Add Attachment box selected, and then you can choose whether to allow the system to auto-name the attachment or you can specify the name yourself. Be sure to leave the Add File Extension box checked if you want .xlsx or .pdf appended to the name of the attachment.
You do not need to make any changes to settings in the Schedule options of "Caching", "Events", "Scheduling Server Group", nor "Delivery Rules". |
You may close the History window via the x in the upper-right corner.
Some day you may want to discontinue or reschedule a recurring job if the prompts choices become obsolete over time. If you navigate back to the report and right-click the report name, you should be able to get back to the History screen from step 17. Then you can filter by the Status column to find your "Recurring" job schedule. You then right-click on the recurring job schedule in order to see options such as Pause, Run Now, Reschedule, or Organize → Delete. |