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Scheduling a report to run automatically

An administrator can assign the Job Scheduler role to groups so that members can create or modify a schedule that specifies when a report listed in the AR System Report Console is run and published. 

Related topic

Publishing-a-report

Example of modifying a qualification when scheduling a report

Information

Bob, a training program manager, creates an ad-hoc report by selecting the Sample:Classes form and running a search. Bob adds an out-of-the-box qualification to this ad-hoc report and saves the report. When Bob schedules and publishes this saved report from the search results, the Qualification to Use field shown during scheduling, uses the modified search qualification and overrides the built-in qualification.

Chris, another training program manager, runs a different search on the Sample:Classes form, selects Bob's report, and then creates his own schedule. Dave, another manager, also runs a different search on the same form, selects Bob's report, and creates his own schedule. When Chris and Dave create their own schedules, the Qualification to Use field uses their own search qualifications that they modified.

Prerequisites for scheduling reports as a non-administrator

To schedule reports as a non-administrator, perform the steps described in How to permit non-admin user to schedule Web reports article on BMC Communities.

For AR System

As a non-administrator, to schedule reports, you must have the Job scheduler role in your role list.

  1. In the AR System Administration Console, open the Roles form and search for Role name as Job Scheduler.
  2. Map the Job Scheduler role to the Reporting User group.
    221_using_Reporting_user.png
  3. From the Production list, select the Reporting User group.
  4. Open the User form and assign the Reporting User to the Group List field.
  5. Log in to AR System and verify if the user has permission to schedule AR System reports.

For AR System with BMC Helix CMDB

  1. Open AR System Administration Console > Application > Users / Groups / Roles >  Groups.
  2. Search for Group Name AI Arsystem Scheduler. 
  3. In the Group Definition field, update the expression to include: OR “Reporting User”.
    221_Using_group definition.png

  4. Open the User form and assign the Reporting User to the Group List field.
    221_Using_user form.png

To create a schedule for publishing reports

  1. In the Report Console list, locate the report that you want to publish.
  2. Select the report, and click Schedule.
  3. If a schedule has never been defined for the report, click New to create a schedule for running and publishing a report to a list of recipients.
  4. (Optional) To modify an existing schedule that is defined for a selected report, click Edit.
  5. Select the date and time to publish the report.

  6. In the Recurrence section, select one of the following:

    Options

    Description

    Run Once

    To run and publish the report only once, select this option.

    Daily

    To run and publish the report every day, or at a regular interval of less than a week:

    1. In the Every field, specify the interval to publish the report. For example:
      • Enter 1 to publish every day.
      • Enter 2 to publish every alternate days.
      • Enter 3 to publish after every three days.
    2. Select the date and time to stop the report publishing.

    Weekly

    To run and publish the report on a particular day or days of every week or regular week interval:

    1. Enter a number to specify the week interval.
    2. Select the day or days you want the report to be published.
    3. Select the date and time to stop the report publishing.

    Monthly

    To run and publish the report on a particular day of every month or regular month interval:

    1. Specify or select the day and month interval.
    2. Select the date and time to stop the report publishing.
  7. Click Next.
  8. Specify the details for report publishing.


 

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