Reporting 2.0 - Delivery and Scheduling

The Delivery option lets you send the report to yourself and other users via email and to an FTP folder. You can also schedule report delivery once, daily, weekly, or monthly.

To access Reporting 2.0, go to Reports > Reporting 2.0.

In addition to general permissions for creating and viewing reports in Reporting 2.0, users also need the following permission to deliver reports:

PERMISSION NAME PERMISSION DESCRIPTION CATEGORY
Reporting - Email Delivery

Grants ability to deliver reports via email in Reporting 2.0. This permission can be constrained by OU, User's OU, User, User Self and Subordinates, User's Self, User's Manager, User's Superiors, User’s Subordinates, User’s Direct Subordinates, and Employee Relationship.

This permission is used in conjunction with the view permission for Reporting 2.0 and can also be used in conjunction with the various product, section, and field level permissions. Users must have permission to view Reporting 2.0 in order to have access to a report that is delivered to them. If they do not have view access, then the Reporting 2.0 navigation sublink will not display for them.

Users who have permission to manage Reporting 2.0 can edit a report that is delivered to them. They can also copy the delivered report.

Note about Constraints: The constraints for this permission determine who you can deliver the report to. The constraints do not pertain to the data you can see in the report.

Reporting
Reporting - FTP Delivery

Grants ability to schedule delivery of Reporting 2.0 reports to an FTP directory. This permission cannot be constrained.

This permission is used in conjunction with the view permission for Reporting 2.0 and can also be used in conjunction with the various product, section, and field level permissions. Users must have permission to view Reporting 2.0 in order to have access to a report that is delivered to them. If they do not have view access, then the Reporting 2.0 navigation sublink will not display for them.

Users who have permission to manage Reporting 2.0 can edit a report that is delivered to them. They can also copy the delivered report.

 Reporting

Report Delivery via Email

To set report delivery via email:

  1. Click the delivery icon in the upper-right corner of the Builder tab. This opens the Delivery panel.
  2. Check the Myself box to deliver the report to your email.
  3. Click Add Users to open the Select Users panel.
  4. Search for and select users to deliver the report to. Up to 20 users can be selected.
  5. Click select to save the selections. This adds the users to the Delivery panel.
  6. Select the delivery format from the Format drop-down. The following delivery options are available:
    1. Excel
    2. CSV
    3. PDF
    4. Word

You can remove users by clicking the X to the left of the user's name.

The report is delivered to the user's email that is in their user record.

Report Delivery to FTP

To schedule report delivery to your FTP folder:

  1. Click the icon for the Properties tab.
  2. Toggle the FTP option to On. This enables the options to appear for scheduling delivery.
  3. Select how frequently you want to run the report: Once, Daily, Weekly, Monthly.
  4. Enter the time of day you want to run the report. You can enter a time in the field or click the clock icon and configure a time using the clock.
  5. Select the time zone from the drop-down below the Time of Day field.
  6. Enter the start date on which you want delivery via FTP to start. You can enter a date in the field or click the calendar icon and select a date from the calendar.

The row limit for delivery to an FTP folder is 1,000,000.

Report Scheduling

Note: When setting up delivery via email, if you would also like to deliver via FTP, the schedule will be the same for both. Email scheduling cannot be set up separately from FTP scheduling.

Toggle the Schedule Delivery Time option to On. This enables the delivery options to appear. You can also schedule a one-time delivery or deliver the report daily, weekly, or monthly.

  1. Click the Once option in the frequency drop-down.
  2. Enter the time of day in the Time of Day field. You can also use the clock to select a time.
  3. From the drop-down, select the time zone in which to run the report. The default setting is the time zone of the user configuring the report.
  4. Enter a start date in the Start Date field. You can also use the calendar option to select a date. By default, the start date is the current date.

The report will be delivered at the specified date and time.

Click the Daily option in the frequency drop-down. This enables the options to display below the drop-down for creating a report that runs daily. Complete the following fields:

  • Every - This field enables you to determine the report interval. For example, if "3" is the value in the field, then the report runs every three days. Enter the number of days in the Every field. The default value is "1." This is a required field.
  • Time of Day - Enter the time of day in the Time of Day field. You can also use the clock to select a time.
  • Time Zone - From the drop-down, select the time zone in which to run the report. The default setting is the time zone of the user configuring the report.
  • Start Date - Enter a start date in the Start Date field. You can also use the calendar option to select a date. By default, the start date is the current date.
  • End Date - Enter the date on which to stop running the report. Or, you can leave this field blank, and the report schedule will not have an end date.

Click the Weekly option in the frequency drop-down. This enables the options to display below the drop-down for creating a report that runs weekly. Complete the following fields:

  • Every - This field enables you to determine the report interval. For example, if "3" is the value in the field, then the report runs every three weeks. Enter the number of weeks in the Every field. The default value is "1."
  • On - Select the day of the week on which the report will repeat.
  • Time of Day - Enter the time of day in the Time of Day field. You can also use the clock to select a time.
  • Time Zone - From the drop-down, select the time zone in which to run the report. The default setting is the time zone of the user configuring the report.
  • Start Date - Enter a start date in the Start Date field. You can also use the calendar option to select a date. By default, the start date is the current date.
  • End Date - Enter the date on which to stop running the report. Or, you can leave this field blank, and the report schedule will not have an end date.

Click the Monthly option in the frequency drop-down. This enables the options to display below the drop-down for creating a report that runs monthly. Complete the following fields:

  • Every - This field enables you to determine the report interval. For example, if "3" is the value in the field, then the report runs every three months. Enter the number of months in the Repeat Every field. The default value is "1."
  • On - This field allows you to configure when the report will run.
    • Day - Select "Day" from the drop-down to run the report on a specific day of the month. This enables a numeric text box to display to the right of the drop-down. In the text box, enter the day of the month on which the report will run.

      • Note: If you would like a report to run on the last day of each month, select "Last" instead of entering a specific date. Otherwise, your report may not run, depending on the date you enter in the text box. For example, if you enter "31" as the date, then the report will only run when a month has 31 days.

    • First - Select "First" from the drop-down to run the report on the first <Sunday, Monday, Tuesday, Wednesday, Thursday, Friday, Saturday> of the month.
    • Second - Select "Second" from the drop-down to run the report on the second <Sunday, Monday, Tuesday, Wednesday, Thursday, Friday, Saturday> of the month.
    • Third - Select "Third" from the drop-down to run the report on the third <Sunday, Monday, Tuesday, Wednesday, Thursday, Friday, Saturday> of the month.
    • Fourth - Select "Fourth" from the drop-down to run the report on the fourth <Sunday, Monday, Tuesday, Wednesday, Thursday, Friday, Saturday> of the month.
    • Last - Select "Last" from the drop-down to run the report on the last <Sunday, Monday, Tuesday, Wednesday, Thursday, Friday, Saturday> of the month.
  • Time of Day - From the drop-down, select the time at which to run the report. The default setting is one hour from the current time.
  • Time Zone - From the drop-down, select the time zone in which to run the report. The default setting is the time zone of the user configuring the report.
  • Start Date - By default, the date on which the report starts running is the current date. You can modify the start date by entering a different date in the field.
  • End Date - Enter the date on which to stop running the report. Or, you can leave this field blank, and the report schedule will not have an end date.

Edit Report Schedule

When you update the schedule for a previously scheduled report, the old schedule will no longer apply. The report will be delivered to any users who are included in the delivery settings based on the new schedule. This prevents duplicate reports from being sent.

Note: If you update the schedule while the report is currently processing for delivery, then it is possible that two reports will be sent. The report that is based on the first schedule will send once it is done processing. Then, the report will be sent again at the updated delivery time. However, once the updated report is sent, the report will no longer be sent at the old delivery time.

Deadbox Settings

Report delivery will respect Deadbox Settings in Pilot and Stage environments when a deadbox has been configured on the backend. Report delivery will stop for inactive users. When the report owner is inactive, report delivery will stop for all report recipients.

Report delivery is resumed when/if the user or report owner becomes active again.

Note: A "deadbox" is an email address that can be set up as a global override for all users so that all system emails are sent to the deadbox address.