How to Schedule an Existing Report and Export It to Email, FTP or S3

Scheduled report is a report that contains predefined report data and is delivered to a predefined delivery location with a predefined frequency.

To schedule a report, perform the following steps:

  1. Access the report create page by Editing an existing report.

    NUI_Schedule_Report_701.jpg

  2. Go to the 'SCHEDULING' tab. The 'SCHEDULE REPORT' area is displayed.

  3. Click on 'Schedule this report' slider.

  4. Go to the 'SETTINGS' area and apply the required fields according to the following table:

    Field Name Description
    FREQUENCY

    Set your report delivery frequency according to the following options:

    • Hourly - Your report will be delivered every hour.
    • Daily - Your report will be delivered on daily basis.
    • Weekly - Your report will be delivered on weekly basis.

      Note: Weekly reports are based on a week that goes from Monday to Sunday.

    • Monthly - Your report will be delivered on monthly basis.

      Note: Your report date range defined under the 'DATE FILTER' field is set automatically and directly matches your report frequency.

      Note: By default, all reports run with a 6-hour delay. For example, a daily report will run 6 hours after the day ends. 
    DAY OF DELIVERY Set the day of the week when you would like your report to be delivered.
    DATE FILTER

    Set the date range for your report data representation according to the following options:

    • Last 7 days - Your report data will be filtered for the last 7 days.
    • Last 28 days - Your report data will be filtered for the last 28 days.
    • Week to date - Your report data will be filtered for a period from the beginning till the current moment of the current week.
    • Month to date - Your report data will be filtered for a period from the beginning till the current moment of the current month.
    • From start date - Your report data will be filtered starting from the custom date.
    START DATE

    Note: This field is available only when 'From start date' is selected in the 'DATE FILTER' field.

    Set a custom start date to filter your report data from.

    EXPIRATION DATE Set the date when your report will stop running.

    Note: Your report is set to expire in 3 months after the creation by default.

    Note: The expiration date can be extended up to 6 months.


  5. Go to the 'DELIVERY' area and apply the required fields according to the following table:

    Field Name Description
    DELIVERY TYPE Select the required report data delivery format according to the following options:
    • Flat file (csv, unix time format) - Each section of your report will be delivered with a .csv file.
    • Excel - Your report will be delivered with an .xls file, all report data represented in a single tab.
    • PDF - Your report will be delivered with a .pdf file.
    • XML - Your report will be delivered with an .xml file.

      Note: Section types are not represented in any of the scheduled report file types. The report data is represented according to the selected file format.
    Delivery Location Select the required delivery location for your report by checking one or more of the relevant boxes and entering the relevant credentials according to the following options:
    • EMAIL - Start typing an email and select the required Portal user from the drop-down list or just enter an email manually.
    • FTP - Enter your standard FTP credentials including the path, the username, and the password.  
    • S3 - Enter your standard S3  credentials including the path, the access token, and the secret key.

      Note: When entering path for FTP/S3 options, make sure to type ftp:// or s3:// prefixes, accordingly.

      Note: FTP and S3 credentials will only be visible to the user who created the report.

      Note: You can select multiple delivery location options.

    NUI_Schedule_Report_702.jpg

  6. Go to the 'FILTERS' tab and apply preselected filters to your report according to the steps described here: How to Define Preselected Filters.

  7. Optional: Modify Sections for your report according to the steps described here: How to Apply Sections to Your Report.

  8. Click on one of the following options to save your report:
    • SAVE & SEND NOW - Selecting this option will save your report and send it immediately to the selected delivery location(s).
    • RUN & ARCHIVE - Selecting this option will archive your report and redirect you to the run report screen.
    • SAVE & RUN - Selecting this option will save the report and redirect you to the run report screen.
    • SAVE AS NEW REPORT - Selecting this option will save the report as a separate one and redirect you to the 'MANAGE REPORTS' screen.
    • SAVE - Selecting this option will save your report and remain in the report edit mode.

      Note: If you have selected Save & Run, please continue to How to Run a Report.

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