Scheduled Report

Use Scheduled Reports to generate a report at a scheduled timer interval and delivers the results as a specified file type.

To create a new Scheduled Report automation you must configure:

  1. General Settings
  2. Build Scheduled Report

1. General Settings

  1. In the Automation app click on Scheduled Reports in the side navigation.

  2. Click on the + New Scheduled Report button.

    Automation - Scheduled Reports

  3. In the General tab, enter the name for the new Scheduled Report automation in the Scheduled Report Name field.

  4. If you have an on-premises instance of Vasion, you may enter a value on the Run On Machine filed otherwise leave blank.

    General Scheduled Report configuration

    The value in this field determines the server used to run the automation and is only required where there are multiple Vasion clients and / or client services running for the environment.

  5. Use the Perform drop-down to select the frequency you want the automation to run. The next fields that display depend on what you select here.
    1. Once — use this option to only run the automation once. The next field display updates to Start Date, and you can type the date in the format shown or click on the Calendar icon Calendar icon to pick the date.
    2. Daily — use this option to run the automation every day. The only remaining option is the Start Time.
    3. Weekly — use this option to run the automation once a week. The next field updates to Weekdays and you can use the drop-down to select one or more days of the week by checking the appropriate box.
    4. Monthly — use this option to run the automation once a month. The next field updates to Months and you can use the drop-down to select one or more months by checking the appropriate box.
    5. Frequency — use this option to run the automation at a specified time interval in minutes. In the next field, type in the number of minutes for the time interval.
  6. In the Start Time, enter the time of day to run the automation in the format shown or click on the Clock icon Clock icon to pick the time.
  7. If the Monthly option is selected, a Day of Month field is shown. Type in the day of the selected month(s) when you would like to run the automation.

2. Build Scheduled Report

  1. Click on the arrow next to Build Scheduled Report to expand the section.
  2. Use the Report drop-down to select the report you want to schedule.

  3. Use the Output Type drop-down to select the type of file you would like generate. You can select either a PDF or CSV file type.

    Build Scheduled Report section

  4. Check the Send to External Folder box if you would like to save the report results to a folder location outside of Vasion Storage. When this box is checked, complete the following:

    1. External Folder — enter the path to the folder location outside of Vasion where you want to save your report.

      Enter External folder path

  5. Check the Send to Email Address box if you would like to send the report results as an attachment via email. When this box is checked, complete the following:

    1. Email Address — enter the email address where you would like to send the report.

      Email address

  6. Check the Send to Vasion box if you would like to send the report results to Storage and you can also add metadata to the report based on an Object. When this box is checked, complete the following:
    1. Click on the Browse button to navigate to the folder where you want to save the report. The folder location displays in the Store in Folder field.

    2. Use the Storage Object drop-down to select an Object from the list if you would like to associate the object metadata to the report for indexing.

Permissions

You can change who can see or edit the automation by assigning user or group permissions. If you leave all users and groups in the left column, then the automations can be seen by all users and groups by default.

  1. Click on the Permissions tab at the top of the screen.
  2. Select the users and / or groups you would like to have permission to access the folder and click the right arrow button Right arrow icon.
  3. You can also add or remove all users or groups by clicking on the Add All or Remove All buttons above each column.

Scheduled Report permissions

The roles that a user has can also limit which users can see and run this job. See Roles for more information on what roles do and how they may affect what you are trying to do.

When the configuration is complete, click Save at the top of the page to save your automation and run automatically based on the specified settings.