Scheduling a Report
Version:The interface for scheduling reports has changed significantly in version 4.3.
You can schedule a report from the More actions 
menu. The menu is available from several locations:
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In the Folders page, on the right side, or from the context menu. |
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In the Documents page, on the right side, or from the context menu. |
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On the Home page, on each tile in the Favorites, Recent Documents, and Recently Run sections. |
To schedule a report
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In the More actions  menu, click Schedule. Reporter opens the Schedule page. |
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Enter a title for the instance that you are scheduling. |
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Under Destinations, click Add to specify one ore more destinations. Reporter opens the Destinations dialog. Select one or more of the following destinations: |
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BI Inbox
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Sends the object to the user's BI launchpad inbox.
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Email
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Sends the object to the user's email.
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FTP Server
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Sends the object to an FTP server location.
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SFTP Server
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Sends the object to an SFTP server location.
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Important:Ensure that Default Enterprise Location is not selected as a destination.
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The Destination dialog lists the selected destination(s) on the left side. For each destination, specify the delivery details and other information, as appropriate. For more information, see Destination Options for a Scheduled Report. |
Version:In version 4.3 you must specify a destination for a report to run. In version 4.2, if the destination was not set, then by default the report ran as scheduled, but was only viewable as an instance on the report's History page.
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If you want Reporter to save a history of each instance, select Keep instance in history. |
Tip:Clearing the Keep instance in history check box will save space on the system.
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Under Recurrence, open the Run Report menu and select the desired option: |
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Now—The report is run immediately. |
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Once—Allows you to set a date and time when the report should run. |
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Recurring—Allows you to schedule a report to run in specified intervals. |
Version:Version 4.3 introduces a new scheduling feature, which allows for periodic schedules within the hours you set as business hours.
Note:The daily refresh of the universes (with the exception of the universes listed above) finishes at 5:00 AM Pacific Time. It is recommended that you do not schedule a report to run between 00:00 and 5:00 AM Pacific Time, to avoid conflicts between the scheduled report running and the refresh. See Data Refresh Intervals.
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Also under Recurrence, set the Allow Retries option as desired. Bear in mind that allowing retries might have a negative impact on system performance. |
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Under Events, specify if you want the report to be triggered by an event. In this case, the date when the report runs depends on the timing of the event. See Events Options for a Scheduled Report. |
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Under Scheduling Server Group, accept the default options. |
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Under Notification, enable email notifications as required. |