You define scheduling and delivery methods for a report to decide how you want to run
and share it. As a result, you decide when the report is sent. For example, if you want the report
to go out every day at a specific time, you can set a daily frequency and the time, say, 10:00 PM.
You can also define how you want the report to be executed and shared.
Required Editions
Available in: Intelligence Reports and Intelligence Reports Advanced
User Permissions Needed
To create and edit reports
Schedule
The following delivery methods are supported:
AzureBlob
Email
FTPS
Google Drive
HDFS
SFTP
AWS - S3
Google Cloud Storage
When a report is executed according to a scheduled time, it’s known as a scheduler. You can
set up multiple schedulers per report, depending on your needs. For example, you can send a
report to the management team on a weekly basis and the same report to the analyst team daily.
You can also share the report via Email and FTPS simply by adding FTPS as a delivery method and
updating the scheduler.
When defining a report, go to the Report Scheduling area.
Select the Active checkbox. After you select this checkbox, all
options are enabled.
Select how frequently you want the report to be sent from the
Frequency dropdown. More settings are added based on the frequency you
select. For example, if you select daily, you can set how many times a day the report is sent.
If you select weekly, you can also set the day of the week and time.
In Delivery Hour, enter the exact hour you want the report to be
sent.
Note If you want to use an automatic hour instead of defining your own hour, select Automatic.
By default, automatic is defined as 6:00 UTC.
In the Delivery Method dropdown in the Connection Info area, select
how you want the report to be exported and shared. For example, select
Email.
Note More settings are available depending on the delivery method you select. For example, if
you select Email, you can enter the recipients’ email addresses. If you select FTPS, you can
enter the FTPS details.
To apply this scheduler to your report, click Add As New Scheduler.
Note If you don’t complete this step, then your report can’t run on a schedule.
To create a scheduler using the same configuration, for example, if you also want to share
the report via FTPS, change the delivery method to FTPS. Then fill in any necessary settings,
and click Add As New Scheduler. After you complete this step, a new row
is added to the table.
To change a scheduler and override the settings, select the row of the scheduler, and make
your changes, for example, change the delivery hour. Then click Update
Scheduler.
After you define your report and schedulers, click Save and Run, or
to save the settings and not run the report, click Save.
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