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.
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When using the Reporting Activity, instead of running the Report onto the screen, you can also choose to save the Report in the Document Library Activity.
Creating the Report
Opening Reporting Activity
Click on Reporting Activity
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
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Choose from the options:
Always use the specified date – uses the date specified in the Report Configuration tab.
Adjust date relative to execution time - adjusts the date in the Report Configuration tab by the pattern in the Recurrence tab, ie by 1 day, 1 month etc.
OR
Dynamically set the date to X before execution time - this ignores the dates in the Report Configuration tab and uses the pattern in the Recurrence tab, and the date in the Activation tab.
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
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Same options as the End date tab
Click Next
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The date and time you want to start the Scheduler
Tip: Amend the time to out of hours
Click Next
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Choose how often you want to run the Report - for example Daily, Weekly or Monthly
Click Next
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Choose the run time(s) of the Schedule
Click Next
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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
Schedule List – this section shows all current schedules within your database. Right-clicking on these will give you the following options: Edit, Remove or Run Now
Scheduler Log – this section details the current status of the Scheduler system. Any problems or warnings will be highlighted in either red or yellow. You can access the full scheduler logs via the Sigma Service
Running Schedules – this section will show any scheduled tasks that are currently running on your system. It will also highlight if the Sigma Service cannot be foundChoose the Output type:
- Excel
- Word
Click OK
There is no need to go through the remainder of the screen - these are used if you are to schedule a Report. Click here for more details on scheduling Reports.
The Report will now be saved in the Document Library Activity.
