Scheduled Reports in Enterprise Archive allows the user to schedule reports whenever required. The reports will be sent as an email to the configured recipients at the scheduled Date and Time. The reports that can be scheduled are available in the following main categories:

• Conduct: Use this category to schedule only Conduct reports.

• Participants: Use this category to schedule participants reports. Currently, the only available report in this category is the Auto-generated Participants Report .

• Other: Use this category to schedule Administrative and Case Management reports.

To schedule reports:

1. Click the Reports tab.

2. Click Scheduled Reports.

3. Select the desired category as Conduct, Participants or Others.

4. In the Scheduled Reports workspace, click Add Scheduled Reports.
   Figure 1: Adding Scheduled Reports

   

5. In the Scheduled Reports > Add workspace, add the following details:

   1. Name - Type a report name.

   2. (Optional) Description - Type a description for the scheduled report, if needed.

   3. Choose Reports to be Scheduled - Enable the report to schedule.

   4. Recipients - Add recipients by clicking Add. In the Add Users window, select users and click Add.

   5. Under the Schedule Time pane, schedule the report as desired:

      Schedule Time Fields	Description
      How Often	Choose the frequency to schedule the report. The available options are: Run Once - To generate a report on a certain date and time. Specify the date and time to generate the desired report in the Start field. You must also specify a Date Range from the Range drop-down. The report for the selected date range and time will be generated. Run Frequently - To generate the report at a certain time. Specify the time to generate the desired report in the Start field. You must also specify a frequency from the following Recurrence options: Daily - To schedule daily report at the specified time. Weekly - To schedule weekly reports at the specified time. Monthly - To schedule monthly reports at the specified time. Run Now - To generate the chosen report immediately. You must also specify a Date Range from the Range drop-down. The report for the selected date range will be immediately generated. Important If the Scheduled Report has a specified date range exceeding the max date range of one or more constituent reports , then the scheduled reports email delivery would fail for those specific reports. For example - All Issues detailed action report(main and Lite version) are restricted to run for up to 7 days, hence if scheduled to run for more than 7 days, these reports would fail. Run now generates a report from 00:00 hours to the current time, based on the Time Zone set below.
      Time Zone	Choose the desired Time Zone from the drop-down.

6. Click Save.

The selected report is generated a .CSV file and is emailed to the selected user. For example, as per details specified in the Failed Login Report is generated daily at 2:00 AM and will be sent to jsmith@smarsh.com.

Once the report is saved, you can see the report in Scheduled Reports workspace.

Figure 2: Saved Scheduled Report

You can delete saved reports by clicking the delete icon ( ).