The Scheduler activity shows an overview of your scheduled reports. The Activity is linked to the Sigma Service which is responsible for running the schedules.

Setting up Schedules - Reports

Opening Reporting Activity

Click on Reporting Activity

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Create your report as normal, but instead of clicking the Run Report button, click on 

 

Details

Name - rename the report

Description - add a description

Click Next

Report Configuration

This tab will display what you chose to run the report on 

Click Next

Report output 

Enter the To, From and Reply email addresses and the Subject

Choose the output

Click Next

End date

Choose from the options:

Always use the specified date – uses the date specified in the Report Configuration tab.

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Dynamically select X before execution time - this takes the date in the Activation tab and moves it by X. This is most useful for monthly reports where the above option will not always be accurate. This option will select the end of the selected month (or the beginning if choosing the Start date)

Click Next

Start date

Same options as the End date tab

Click Next

Activation

The date and time you want to start the Scheduler

Tip: Amend the time to out of hours

Click Next

Recurrence

Choose how often you want to run the Report - for example Daily, Weekly or Monthly

Click Next

Run time(s)

Choose the run time(s) of the Schedule

Click Next

Schedule end

Choose when you want to cease the Schedule or choose Never

Click OK

Scheduler Activity Window

Here you can view and manage your current scheduled tasks.

Opening the Schedule Management Activity

Click on Schedule Management Activity

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