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Scheduling a Report to Run at Regular Intervals

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Once you have saved a report, you can schedule the report to run at regular intervals. For example, you can schedule a report to run after business hours every day, and have it emailed to you for the beginning of the next business day.

Information
You can only schedule a report that you have saved with an 'Access Mode' of Public or Readable. For more information, refer to Saving a Report and The Saved Report Section.

To schedule saved reports run on a regular basis, perform the following:

The message will be sent at the time that you have selected.

  1. Open the Business Intelligence and Reports application from the AudienceView Desktop.
  2. Select the Saved Reports tab.
    The Saved Reports|Reports page appears.
  3. Search for and select the saved report that you want to schedule. For more information, refer to Business Intelligence and Reports - Saved Reports|Reports Page and Performing Searches.
    The Saved Reports|Parameters page appears.
  4. Expand the scheduled saved report section.
  5. If you want to schedule the report to be:
    emailed,  
    1. Enter the email address in the 'Address' field. (Maximum of 128 charaters.)
    2. Enter a subject in the 'Email Subject' field.
    3. Enter the body of the email in the 'Email Message' field.
    4. Select email from the 'Target' dropdown.
    5. Enter the name that you want the attached report to be saved as in the 'File Name' field.
      You can also add the following to the file name:
      • %d: The date will be added to the file name in the YYYYMMDD format.
      • %t: The time will be added to the file in the HHMMSS format.
    6. Select the format of the report (AVDOC, CSV, HTML) from the 'Format' dropdown.

    The email address from which the query results will be emailed is configured using the 'Email From Address' field against the role. It is found in the Application Security application on the Roles|Basic page.
    Information
    When emailing an HTML report with links and/or images, the links and/or images will not function.
    saved to a server via HTTPS - available as of AudienceView 6.8.10,
    1. Enter the IP address or full URL, including the port and folder path, for the server in the 'Address' field.
    2. Select HTTPS from the 'Target' dropdown.
    3. Enter the user name for the server that you will be using in the 'User Name' field.
    4. Enter the password for the server that you will be using in the 'Password' field.
    5. Select the format of the report (AVDOC, CSV, HTML) from the 'Format' dropdown.
    After you save the report, the field will display instead, allowing you to verify the URL.
    printed,  
    1. Select print from the 'Target' dropdown.
    2. Select the format of the report (AVDOC, CSV, HTML) from the 'Format' dropdown.
    3. Select a printer from the 'Printer' field. The available printers are configured by your system administrator.
    saved to an FTP site with secured delivery (SFTP) - available as of AudienceView 6.8.8,  
    1. Enter the full URL, including the folder path and port, for the FTP site/service in the 'Address' field (e.g. server.audienceview.com/directory).
    2. Select SFTP from the 'Target' dropdown.
    3. Enter the user name for the FTP account that you will be using (e.g. the user name for your server) in the 'User Name' field.
    4. Enter the password for the FTP account that you will be using (e.g. the password for your server) in the 'Password' field.
    5. Enter the name that you want the report to be saved as in the 'File Name' field.
      You can also add the following to the file name:
      • %d: The date will be added to the file name in the YYYYMMDD format.
      • %t: The time will be added to the file in the HHMMSS format.
    6. Select the format of the report (AVDOC, CSV, HTML) from the 'Format' dropdown.
    After you save the report, the field will display instead, allowing you to verify the URL.

  6. If you want the report to be executed:
    immediately,
    1. Select the 'Execute Now' radio button.
    once, at a later date.
    1. Select the 'Execute Later' radio button.
      The 'Scheduled Time' and 'Start Date' fields appear.
    2. Select the desired hour and minutes for the time you want the report to be executed using the 'Scheduled Time' hour and minute dropdowns.
    3. Enter the date that you want the message to be sent in the 'Start Date' field or click to select a date.
      For more information, refer to Using the Calendar to Select a Date.
    daily,
    1. Click the 'Daily' radio button.
      The 'Scheduled Time', 'Start Date' and 'End Date' fields appear.
    2. Select the hour and minute that you want the report to be executed using the 'Scheduled Time' hour and minute dropdowns.
    3. Select date that you want the report to start executing using the 'Start Date' field or click to select a date.
      For more information, refer to Using the Calendar to Select a Date.
    4. Select the date you want the report to stop executing using the 'End Date' field or click to select a date.
      For more information, refer to Using the Calendar to Select a Date.
    weekly,
    1. Click the 'Weekly' radio button.
      The 'Scheduled Time', 'Start Date', 'End Date' and 'Day of Week' fields appear
    2. Select the hour and minute that you want the report to be executed using the 'Scheduled Time' hour and minute dropdowns.
    3. Select date that you want the report to start executing using the 'Start Date' field or click to select a date.
      For more information, refer to Using the Calendar to Select a Date.
    4. Select the date you want the report to stop executing using the 'End Date' field or click to select a date.
      For more information, refer to Using the Calendar to Select a Date.
    5. Select the specific day of the week that you want to execute the report on from the 'Day of Week' field.
    monthly,
    1. Click the 'Monthly' radio button.
      The 'Scheduled Time', 'Start Date', 'End Date' and 'Day of Month' fields appear.
    2. Select the hour and minute that you want the message to be sent using the 'Scheduled Time' hour and minute dropdowns.
    3. Enter the date that you want the report to be executed in the 'Start Date' field or click to select a date.
      For more information, refer to Using the Calendar to Select a Date.
    4. Enter the date that you want the report to stop being executed in the 'End Date' field or click to select a date.
      For more information, refer to Using the Calendar to Select a Date.
    5. Select the specific day of the month that you want to execute the report on from the 'Day of Month' field:
      To select more than one day of the month, hold CTRL or SHIFT while making your selections.
    Information
    To execute the report on the last day of the month, select Last.
  7. Click 'Update Changes'.
    A window confirms that the application has updated the report.
  8. Click 'OK'.