Schedule a Self Service Report or Dashboard Report

Use Logi Composer to send self service reports and dashboard reports to yourself, to internal users, or external users. Set up these reports for sending on a schedule when you use the Scheduled Reports feature. This topic describes how to generate these reports on a schedule. Limit each scheduled report to fewer than 10 users, and plan time gaps between consecutive runs.

Generate a scheduled report

1. Log into 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 work area opens. Any defined scheduled reports are listed on the left side of the work area.

   

   If there are no schedules defined for this dashboard, select New Schedule to create a new schedule.

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. For dashboard reports, select from PDF, PNG, and XLSX format. For self service reports, select from PDF and XLSX format. For more information on formatted PDF and XLSX options, see Export Your Self Service Report and Page Size and Orientation. 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, Daily, Days, Weekly, Monthly and Periodically are supported. Depending on the frequency you select, additional fields appear. After selecting a Frequency, you can define the appropriate frequency options: Run Once - Select a Date and Timezone to run and deliver the report once. Daily - Select a Run Time, Timezone, then a From and To date to define the time span to run and deliver the report daily. Days - Select one or more Day(s) of the week, a Run Time, Timezone, then a From and To date to define the time span to run and deliver the report on the selected day or days. Weekly - Select a day of the week from Run on the options, a Run Time, Timezone, then a From and To date to define the time span to run and deliver this report once weekly. Monthly - Select a Day of the month, a Run Time, Timezone, then a From and To date to define the time span to run and deliver this report once monthly. Periodically - Select one or more Month(s), a Day of the month or months, a Run Time, Timezone, then a From and To date to define the time span to run and deliver this report once a month for the selected periodic months.
	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.
	Day(s) This field only appears if the Days frequency is selected. Sunday is added by default. Enter one or more days of the week to run this schedule, or select the x next to a day to remove.
	Run on the This field only appears if the Weekly frequency is selected. Select one day of the week for Weekly to run and deliver this report on the selected day of the week.
	Month(s) This field only appears if the Periodically frequency is selected. January is added by default. Enter one or more months of the year to run this schedule, or select the x next to a month to remove.
	Day This field only appears if the Monthly or Periodically frequency is selected. 1 is selected by default. Options range from 1 to 31 and will run on that date, if available, each month.
	Run Time This field appears for all frequencies except Run Once. 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.
Timezone	Default selection is UTC; select a time zone for this schedule to run and deliver this report. If you select a timezone other than UTC, the schedule respects the appropriate standard and seasonal time rules.
From	This field appears for all frequencies except Run Once. 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 appears for all frequencies except Run Once. 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.
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 run and 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 when you Save your schedule.

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

5. Select Save to save the scheduled dashboard report. The name of the scheduled dashboard report appears in the list on the left of the Scheduled Reports dialog.