Creating an email schedule for reports
To send email reports at designated times you need to have an appropriately configured schedule. Report emails are initiated
by a schedule that transitions from a
false to true output. The following example illustrates how you might create an appropriate schedule using the Create Schedule view, Special Events tab. The procedure describes how to create a new schedule. You could also edit an existing schedule to create an appropriate
schedule for emailing.
Prerequisites: You have set up custom schedule options and opened the Add New Schedule view opens.
- Type a name in the
Display Nameproperty and click the Save button.The Summary tab opens with the name you just created as the view name. - Select the Special Events tab and click the Add button (
).The Add window opens. - Type a name to identify when to send the email in the
Display Nameproperty, choose an appropriate option from theTypeoption list and click the Ok button.The email event displays in the Special Events table. Each eventTypeoption provides different configuration possibilities. For example, to send a one-time email report on a specific date, choose theDateoption. To send a report at the same time every week, choose theWeek and Dayoption. - Select the newly added event, assign the
Outputproperty totrueon a 15 minute block of time in the Events editor (drag on the timeline or use theStartandFinishproperties), and click the Save button.The system creates the new schedule and makes it available for assigning to an email report. - Since you need the event to transition the schedule output value from a
falsetotrueoutput, check on the Schedule Setuptab to make sure that the current scheduleOutputvalue isfalseand that theDefault Outputvalue is set tofalse.