Download a Saved Report Reports saved on the Results tab can be saved for a maximum of 30 days. To save the report past the delete date you can download it to your hard drive or external storage device.
To download a report
1. From the Reports menu, click Results.
2. Select the desired report result.
3. Click Download.
4. Use your browser's save options to save the results to your local storage device.
Note: When downloading a CSV report, the file name (including the file path) should be a maximum of 218 characters. CSV file names with more than 218 characters may not open in some browsers.
Delete a Saved Report Saved reports will automatically delete according to the Delete On date that was created when the report was saved. However, you can manually delete a report from the Results tab as needed. The corresponding template and schedule (if one exists) are not deleted.
Note: The maximum amount of time a report can be stored in the Results tab is 30 days. If you need to access a report past the Delete On date, use the Download option to save the report to your hard drive or external storage device.
To delete a report
1. From the menu click Results.
2. Select the desired report result.
3. Click Delete.
4. Click Yes in the confirmation message. The report is removed from the list. Optionally, you can delete all the results simultaneously by clicking the Delete All button.
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Reports
Managing Schedules
Understanding Schedules Schedules are used to automatically run a report in the future. Schedules can be created for both Default and Personal templates. Each schedule can have only one template associated with it at a time. You can create a schedule to run once, or on a daily, weekly, or monthly basis. Saved schedules display in the Schedules window.
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Schedules are listed in order by Next Occurrence date, with the schedule set to run next at the top of the list. The Schedules window includes the following columns:
Name - The name of the schedule also determines the name of results created by the schedule.
Description - User defined.
Template - The default or personal template associated with the schedule.
Created By - The name of the user who created the schedule.
Active - Whether or not the schedule is currently active. You can check or uncheck to modify the setting.
Recurrence - Reflects if the report is scheduled to run once, daily, weekly, or monthly.
Last Occurrence - The last date the report was run from this schedule. If the results have not been deleted, this value will be a hyperlink to the report on the Results tab.
Next Occurrence - The next date the report is scheduled to run. From the Schedules tab you can:
Sort the list by clicking the Schedule Name, Schedule Description, or Template Name column headers.
Click Run Now to run the report immediately and save the results to the Result window.
Edit the schedule.
Activate, or deactivate a schedule by checking or unchecking the associated check box. Active schedules will run reports at the scheduled time. Inactive schedules will not run reports.
Delete a schedule. Expired schedules must be deleted manually. A schedule is considered expired if the End by date has passed.
Delete All schedules simultaneously.
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Reports
Understanding Date Settings Before creating a schedule there are several important factors to consider when selecting the schedule start and end dates.
The start date determines when the schedule becomes active. The start date combined with the frequency of the schedule may cause an unexpected result. For instance, if you create a weekly schedule to run a report every Monday, but the start date is a Wednesday, then no report will be created in that first week.
Activity Date filters will also affect the results of a scheduled report. For instance, if the schedule determines the report should run monthly, but the Activity filters are set to the "Previous 2 Weeks", then the report will not include data for the two missing weeks.
In order to generate current data each time the report is generated, make sure the Activity Date filters are set to one of the "Previous" options. If you select the From/To options and include both a start and end date, each time the report runs the results will be the same since the dates will not update.
The time zone for all schedules is the standard UTC time. If you select a different time zone in the template display options, the results generated from a schedule may not reflect the most recent activity.
Create a Schedule Before creating a schedule, it is important to understand how the schedule dates and the template date filters relate to each other. See Understanding Date Settings on page 512 for more information.
To create a schedule
1. Cl