How to
Creating a Monthly Report Schedule
You create a monthly report schedule when you want the schedule to run a report on a monthly basis on the first or last day of the month, or on both the first and last day of the month at a specified time.
A dashboard report is a report that processes fixed or predefined filtering criteria to generate report output.
Unlike prompted reports, dashboard reports process the report output based on the predefined filtering criteria and generate the report output when you select the report. You do not need to enter filtering criteria or click the Run button to generate the report.
In the Reports Tree, dashboard reports are identified by a red dot next to the report name. The icon does not appear next to dashboard reports in the System Tree pane in WorkStation.
You can create dashboard reports in both WorkStation and your Web browser using the WebReports dashboard option. You select the option when you want to create a report that uses the same filtering criteria each time you run the report. For example, suppose you want an alarm report to process with a fixed date range, such as week to date. When you create the report, you can enter the fixed date range and then save the report as a dashboard report. The next time you run the report, the report processes using the fixed date range as the filtering criteria. You do not need to reenter the date range to filter your report output.
To generate and view a dashboard report in WorkStation, you select the report in the Reports folder in the System Tree pane.
After you select the report, the report output displays in the Work area. You do not need to enter any filtering criteria, or click the Run report button to generate the ouput.
To generate and view a dashboard report in your Web browser, you log on to the WebReports Web site, and then select a report in the Reports Tree.
After you select the report, the report output displays in your Web browser. You do not need to enter any filtering criteria, or click the Run report button to generate the output.
You also create dashboard reports when you want to use WebReports Schedules and run reports on specified days. For more information, see Schedules for Dashboard Reports ..
In WebReports, on the menu bar, click Schedules .
In the Select existing schedule box, select New Schedule .
In the Report schedule name box, type a name for the schedule.
In the Schedule description box, type a description for the schedule.
In the Select a dashboard report box, select the dashboard report that you want to schedule.
In the Frequency box, select Monthly .
In the Start schedule box, enter the date and time to activate the schedule.
Select the First box to make the schedule run on the first day of every month.
Select the Last box to make the schedule run on the last day of every month.
In the Report output format box, select the file format to be used when the report is generated.
In the Report output destination box, type the directory path for the report output.
Note:The report is written to the specified destination using the System account of the Reports Server. If you plan to save scheduled reports to a network drive, ensure that the System account has write access to the network drive.
Select the Overwrite prior report output box to keep only the most current copy of the report output.
Select the Disable schedule box to disable the schedule when not used.
Click Save .
Dashboard Reports
Schedules for Dashboard Reports
Report Schedule Frequency
Schedule Reports Page