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Home > Success Center > Orion Platform > Orion Documentation > Orion Platform Administrator Guide > Manage reports in the Orion Web Console > Schedule a report when creating or editing it

Schedule a report when creating or editing it

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Created by Caroline Juszczak, last modified by Magdalena.Markova on Dec 07, 2016

Views: 75 Votes: 2 Revisions: 5

You can directly assign a report to a schedule while editing the report.

  1. Navigate to the Schedule Report page.
  2. Click Schedule this report to run regularly, and select Create new schedule.
  3. Click Add Frequency, and then select when you want to run the report.

    Click Add Time to select additional dates and times.

    • To delay when the report runs, select Specific Date(s) in the Starting On field, and then select the date and time when you want the schedule to start.
    • To stop the report from running automatically, select Ending On, and then select the date and time when you want the schedule to end.
  4. Click Add Frequency.
  5. Click Add Action, and select the action (Email, Print, or Save to Disk) to be executed on the configured schedule.
  6. Click Configure Action.
    • For email actions, enter the recipients, the message, and the SMTP server.

      Select Include Report's URL to allow recipients to access the report remotely.

    • For print actions, enter the Windows credentials necessary to access your printer, the printer, and print settings.
    • For save actions, enter the location you want to save the report to, the credentials in domain\username format, and the file type you want to save the report as. The location must be accessible from the Orion Web Console server.

  7. Click Add Action.

The action is added to the Actions list. You can add multiple actions.

 
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