Create a Scheduled Report

You can create reports every week, month, quarter, or at any specified interval. A scheduled report is considered as a report task.

You cannot change the selected report template after you create the report task. If you want the task to use a different template, you must create a new task.

  1. Select the current report template category in [Reports] → [Report Templates] → (category name of the report template).

  2. Select a template for the report to be created.

For details about the setting items of the report template, refer to Report Template.

  1. Click (Run on schedule).

  2. Enter the task name and description on the "General" screen. To disable a set schedule, select the [Schedule Disabled] checkbox. For details about the setting items, refer to Task Property.

  3. Click (Next Step).

  4. Configure the report details and sorting conditions parameters on the "Report parameters" screen.

The report template’s default parameters are displayed on the screen; configure the parameters that will be used to generate the report. Your changes will not be saved in the report template’s parameters; instead, the changes will be applied to the generated reports.

In addition, some items cannot be modified or displayed, depending on the type of selected report template.

You can modify the Report Details and Sort Order when the task is based on a standard template. When using a custom template as the basis for the report, locked parameters will disable some selections.

For details about the setting items, refer to Parameters.

  1. Click (Next Step).

  2. On the "Delivery Methods" screen, specify how to create the report.

The following three methods of creating reports are available:

  • Save on Server - If you choose Intermediate File Format, the language selection is disabled. However, if you view the report in the SLNX Management Console, you can change the language as needed.
  • Save on Disk
  • Send by Email - If selected, ensure the email server is configured in [System] →[Server Settings] →[Networking]. Refer toNetworkingfor details.

For details about the setting items, refer to Delivery Methods.

  1. Click [OK].

When deleting reports on the server, the delete processing chooses the shorter term between the duration set here and the settings on the System Data Management screen.

The file name of the generated scheduled report is in this format: "task-name+date+time (task execution date/time)".