Overview

Scheduling is performed to generate reports at continuous intervals. Scheduling involves setting up a system or process to automatically generate reports at regular ongoing intervals without manual intervention. In the Add Schedule window, you will see the following information:

• Report Details
• Schedule
• Mailing Info

Report Details

A report detail refers to specific information or parameters that are associated with the report that is being scheduled. These details will help define what the report contains, how it's being presented, and when it will be generated. There are the following fields which you have to fill in the report details:

• Report Name: In the report name, you have to provide the name of the report that is to be generated. The report name can contain letters (either case), numbers, and underscores.

Note: The report name should start with a letter and must be between 1 to 20 characters long (inclusive).

• Report Type: In report type, you have to select the type of report that you want to use. By default, Excel is selected in the report type. There are the following report types that you can use:
  1. Excel
  2. Metric
  3. UX Custom
  4. UX Standard
  5. UX Template
• Template: In the template, you have to select the predefined report template from the drop-down list. To select a template, you have to first click the Template radio button.
• Download: In this field, you can click the download button to download the selected template.
• Upload: In this field, you can upload the template format from the device.
• Delete: In this field, you can delete the template selected.
• Time Period: In this time period, you can apply the time for which you want to schedule the report. You can apply the time period from any of the three given options.
• Preset: On selecting this, you can apply the preset time period from the respective drop-down for example: Today, Live, Whole Scenario, Specified Phase, Past, and Event.
• Custom: On selecting this, you can apply the custom time period where you have to select the Start and End Time.
• Preset Specified in Template: On selecting this, the time period will be applied as per the selected template.
• Exclude Non-Business Hours: You can also exclude the data from the report for non-business hours configured for a specific time range by selecting the Exclude Non-Business Hours checkbox. On selecting the checkbox, you can select the rule for the non-business hours duration that you have configured in NBH (Non-Business Hours). For Example: In case, if you select “NBH_Alert” from the drop-down then the selected non-business hours will be excluded from the report time period.
• Note: The Exclude Non-Business Hour will be enabled only if the NBH rule is configured.

Non-business Hours are not supported for Compare Reports.

• Aggregated by: In this field, you can select the type of aggregation for the report (i.e. by default Total Session is selected) and also have options for Minutes, Hours, Days, Weeks, and Months.

Note: While selecting any options other than the Total Session will also reflect some fields like the number of Hours, Days, Weeks, etc, and also provide an option for showing the report in Column or Tab format.

• Task Description: In the task description, you have to provide the description of the task to be performed.

Notes: While changing the report type we have two more cases of UI:

1. In the case of selecting Metrics in report type, we have.

• Format: In format, you have to select the format in which you want to download and see the report. In format, you can select either Word or HTML from the drop-down.

Note: While selecting HTML, an option for Report Settings will appear. Where we have the option to select or unselect the check box of Report visualization type i.e. Analysis Summary, Performance Summary, Metrics Summary, and Metrics Charts.

• Template: In the template, you have to select the predefined report template from the drop-down list. To select a template, you have to first select the Template radio button.
• Favorite: In favorite, you have to select the predefined report favorite from the drop-down list. To select a favorite, you have to first select the Favorite radio button.
• Time Period: In this time period, you can apply the time for which you want to schedule the report. You can apply the time period from any of the two given options:

1. Preset: On selecting this, you can apply the preset time period from the respective drop-down for example: Today, Live, Whole Scenario, Past, and Event.
2. Custom: On selecting this, you can apply the custom time period where you have to select the Start and End Time.
3. View By: In the View by option, you can specify the format of aggregated data (such as Sec, Min, Hour, and Days) based on the selection of the Preset option. For example, by selecting the Auto option, the view by value is automatically considered based on the progress interval defined in scenario settings and by selecting the Sec, Min, Hours, and Days there is a corresponding dropdown for these.

• Include Metric Chart: By enabling the checkbox of Include Metric Charts, it includes the Chart in the Reports, and also a new checkbox appears for Add Graph Image.

Note: While selecting HTML in Format, This option is enabled by default.

• Add Graph Image: By enabling the checkbox of the Add Graph Image, You will add the graph images on the reports, and also appears a new checkbox of Number of Report Set where you can select the total number of report sets you need to generate from the drop-down provided.

1. In the case of selecting UX Custom, UX Standard, and UX Template in the report type.

• Time Period: In this time period, you can apply the time for which you want to schedule the report. You can apply the time period from any of the two given options.
• Preset: On selecting this, you can apply the preset time period from the respective drop-down for example 15 minutes, 1 hour, 4 hours,8 hours, 12 hours, 16 hours, 20 hours, 1 day, 1 week, 1 month, 1 year.

Note: While selecting Days, Month, and Year, a checkbox of time will appear where you can fill the time for reporting by enabling it, and while selecting weeks the same option will appear with another checkbox that gives a dropdown of days of the week for the reporting.

• Custom: On selecting this, you can apply the custom time period where you have to select the Start and End Time.

Schedule

The schedule refers to the process of setting up a predefined plan for when the report will be automatically generated and delivered. In schedule, you can automate the process of generating and delivering reports at specified times in which you will receive updated and relevant information regularly without manual intervention. There are the following options that you can select to schedule a report:

• Minutes: In this field, you have to provide the time in minutes for which you want to schedule the report in the Every ___ Minute(s) field and the expiry date and time in Expires on the field in MM/DD/YY HH: MM.
• Hourly: In this field, you have to mention the time for the report generation in hourly mode. In hourly, you have two options from which you can select by clicking on the corresponding radio buttons such as:

1. Every: In this option, you have to provide the number of hours you want to schedule in the ___Hour(s) field and the expiry time and date in the Expires on the field in MM/DD/YY HH:MM.

1. If you want to start the offset with a specific time, you have to click on the With starting offset of ___ Minute(s) checkbox.
2. If you want to add the offset in the preset time, then you have to click on the Add Offset In Preset checkbox.
3. On clicking on the Expires option, you can select the expiration date and time from the drop-down provided. To clear the applied expiration time, you have to click on the Clear Expiry Time icon.

1. Daily At: In this option, you have to provide the time you want to schedule the report in hours and minutes. On clicking, a drop-down will appear from where you can select the time and also you can click on the Clear Time icon to clear the applied time.
   
   

• Weekly: In this field, you have to select the day of the week on which the report is to be generated. For example: Sunday, Monday, Tuesday, Wednesday, Thursday, Friday, and Saturday.

1. you have to select the start time on the Start Time Dialog Box and expiry time on the Expires on Dialog Box from their respective drop-downs.
2. To clear the applied start time, you have to click on the Clear Start Time icon.
3. To clear the applied expired time, you have to click on the Clear Expiry Time icon.

• Monthly: In this field, you have to select the day of the month in the Day field, Month in Every ___Month(s) field, you have to select the start time on the Start Time Dialog Box, and the expiry time on the Expires on Dialog Box from their respective drop-downs and also To clear the applied expiration time, you have to click on the Clear Expiry Time icon and To clear the applied start time, you have to click on the Clear Start Time icon.

Mailing Info

The mailing info refers to the specified details related to the distribution or delivery of the generated report via email. Mailing info allows you to automate the process of distributing scheduled reports via email to the designated recipients. There are the following options which you need to fill in mailing info:

• To: In this field, you have to enter the recipient's mail address.
• Subject: In this field, you have to enter the subject for the mail which you want to send.
• Body: In this field, you have to enter the body for the mail you want to send.

Notes:

1. If you want to add more than one recipient to the mail, you have to add them by separating the name using Semi-Colon (;) mark
2. You can also refer to the HINTS below for adding them to the body section by clicking on the corresponding hints.
3. Once you have entered all the information in the Add Schedule window for the report details, you have to click on the Save button to save the configuration.
4. On saving the configuration, it will be displayed on the Schedule window.