Update a Scheduled Report

Note: In this release, when your admin enables the Enhanced Experience user interface, you will see changes to workflows you may have used in previous releases.

After you create a dashboard report, you can go back and make updates as you wish. This topic describes how you can update a scheduled report.

Update a scheduled report

1. Log in as an administrator or a user with the Create Scheduled Reports privilege.

2. Select the Discovery Board card on your home page or Library from the main menu, then the Reports or Dashboards tab in the library. The library displays your items in a table (list) format.

3. Locate the report or dashboard you want.

4. Select the schedule icon in the associated Schedule column. The Scheduled Reports dialog box displays.

   

   Scheduled reports for this item that have already been defined appear on the left side of the dialog.

5. Select the scheduled report that you want on the left side of the Scheduled Reports dialog box. Composer displays the settings.

6. Update the settings for the report on the right side of the Scheduled Reports dialog.

   Field	Description
   Name	Specify a name for the scheduled report definition.
   Delivery Method	Select a format for delivery. EMAIL (default): deliver to recipients by email. FILE_DROP (if enabled in your environment): deliver to recipients (users defined in your Composer environment only) at the defined SFTP location.
   Format	Select a format for the scheduled report using the arrows in the Format selector field: PDF, PNG, and XLSX formats are supported. Note: When you export raw data from your visuals to XLSX, numeric fields are exported as numbers. Dates are exported as dates in ISO 8601 format.
   To	The To text box contains your user name. Add more recipients here by typing their name or email address (if enabled in your environment) in this field. You must have at least one name in this field. As you type in characters, existing user accounts are searched and defined users that match are shown. See Manage Users. You can also set up user attributes and use the Recipient Rules API to specify who your users can see in the recipients list, and select from those users who to send the report to. See Configure Recipient Rules. Add users without user accounts to the recipients list: type in their full email address, then select the add icon to include them in the list. Non-Logi Composer user recipients are granted the same security based on the report scheduler's user attributes for interpolation, row and column security (if defined), and filtering. Important: If you do not want to allow external users to receive scheduled dashboard reports, you can work with technical support to disable this in your environment. SeeScheduled Self Service Reports and Dashboard Report Prerequisites. See Scheduled Self Service Reports and Dashboard Report Prerequisites for information about Mail properties that you might need.
   Subject	Specify a subject for the email that will be sent containing the scheduled dashboard report. By default, a subject of <dashboard-or-report-name> Schedule Report is used.
   Message	Optionally provide a message for the email.
   Frequency	Select a frequency for the scheduled dashboard report using the arrows in the Frequency selection box. Frequencies of Run Once, Days, Daily, Weekly, and Monthly are supported. Depending on the frequency you select, additional fields appear.
   Run on the	This field only appears if the Days, Weekly, or Monthly frequencies are selected. Select one or more available days of the week for Days. Select one day of the week for Weekly. Select a date for Monthly. Options range from 1 to 31 and will run on that date, if available, each month.
   Run Time	This field only appears if the Days, Daily, Weekly, or Monthly frequencies are selected. Specify the hour and minute of the day at which the scheduled dashboard report should be generated and sent. Type the hour of the day on the left side of the colon and the minute of the day on the right side of the colon. Use the arrows in the box to the far right to select AM or PM.
   From	This field only appears if the Days, Daily, Weekly, or Monthly frequencies are selected. Select the starting date for the scheduled dashboard report. Click in the box to bring up a calendar in which you can select the date.
   To	This field only appears if the Days, Daily, Weekly, or Monthly frequencies are selected. Select the ending date for the scheduled dashboard report. Click in the box to bring up a calendar in which you can select the date.
   Date	This field only appears if you select the Run Once frequency. Select the date for the scheduled dashboard report. Click in the box to bring up a calendar with in you can select the date.
   Run Now	Slide the Run Now switch on (to the right) to send the scheduled dashboard report immediately. By default, this switch is off (on the left). You can enable Run Now simultaneously with any other Frequency selected. The report will be delivered immediately and at the specified Frequency. For example, if you select Run Once and switch on Run Now you will get your report two times.

   Note: Only the report scheduler can see the non-Composer users included in the recipient list.

7. Select Save to save the scheduled report.