Saving a report schedule on a disk

You can save a report schedule to the location that an administrator has specified in TrueSight Smart Reporting - Platform. When you save a report schedule, a report is run at intervals and is automatically saved to the specified location.

If you do not specify a location to save the report schedule, by default, the schedule is saved in the <install_location>\appserver\temp folder.

To know how to specify a location, see Specifying-a-location-to-save-a-report-schedule-to-the-disk.

To save a report schedule, do the following:

1. As a reporting user, cross launch to TrueSight Smart Reporting - Platform.
2. On the left navigation pane, go to Browse > Reports.
3. Double-click the report whose broadcast you want to save to the disk.
4. On the top of the report, click .
5. Click Create New and select Save to Disk schedule.
6. Click the icon for the format in which you want the report to be sent as:
   • HTML
   • PDF—For this option, you can use the Secure PDF checkbox to password-protect your PDF files. You can specify a password yourself, use the one created when exporting the file, or use a default password generated by the system. You can also use the Append Broadcast Date and Append Broadcast Time checkboxes to include the current date and time in the document name.
   • DOCX —For this option, you can use the Append Broadcast Date and Append Broadcast Time checkboxes to include the current date and time in the document name.
   • XLSX—For this option, you can use the Append Broadcast Date and Append Broadcast Time checkboxes to include the current date and time in the document name.
7. If your report contains filters, select the filters in the User Prompts Filters field.
   • Default Filter Values
   • Current Filter Values
   • Bookmarks
8. Select one of the following delivery types:
   • Continuous Schedule—The report is always be delivered based on the selected schedule. 

   • Alert-based broadcast—The report is delivered based on the selected schedule, if the results match the alert rules.

     Click here to expand...

     1. Click Add Alert Delivery Rules.
     2. Create a rule based on one of the following conditions:
        • One or more rows must match. For example, is there a transaction less than $1000.
        • Aggregate against entire result set. For example, are the total sales less than $100000.
     3. Click Add Field and select the field that you want to apply the condition on. You can add multiple conditions.
     4. Click Submit. The rule is displayed on the Broadcast window.

9. Specify a frequency for the report.

   Important: Report is overwritten according to the frequency

   If you select a daily frequency and if you have chosen to append the date to the report, a new report is saved in the specified location every day. However, the report is overwritten according to the schedule if any of the following conditions is true:

   • If you select a frequency in minutes or hours
   • If you select a daily frequency without choosing to append the date to the report

10. Click Advanced Settings.
    • Timezone—Set the delivery timezone.
    • Limit Schedule Period—Limit the schedule to run only within a set period.
    • Failure Notification—Define an administrator user to be notified if the broadcast schedule fails.
11. Click Submit.