Hints & Tips
- Back Button – Don't press the back button! Sigma functions using tabbed windows and pressing the back button will lose your current progress.
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The Scheduler activity shows an overview of your scheduled reports. The
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Activity is linked to the Sigma Service which is responsible for running the schedules.
Setting up Schedules - Reports
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Opening Reporting Activity
Click on Reporting Activity
Create your report
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as normal, but instead of clicking the Run Report button,
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click on 
Details
Name - rename the report. Best practice is to precede the name of the report with REPORT (so that it can be easily seen in the Schedule Management Activity
Description - add a description
Click Next
Report Configuration
This tab will display what you chose to run the report
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on
Click Next
Report
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output
Enter the
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To,
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From and
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Reply email
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addresses and the Subject
Choose the output
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Hints & Tips
- Side Panels – When you see the graphic below on a panel it can be collapsed using a mouse click. You can re-open the panel by clicking on the same graphic.
- Section Stacks – Where you see the arrow icon on sections you can click to collapse / expand the section.
Click Next
End date
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
Start date
Same options as the End date tab
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Click Next
Activation
The date and time you want to start the Scheduler
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Tip: Amend the time to out of hours
Click Next
Recurrence
Choose how often you want to run the Report
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- for example Daily, Weekly or Monthly
Click Next
Run time(s)
Choose the run time(s) of the Schedule
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Click Next
Schedule end
Choose when you want to cease the Schedule or choose Never
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Anchor
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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
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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
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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 found
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Technical Details
The scheduler system relies upon the Sigma Service to function. If the service cannot be found then your scheduled items will fail.
Should you need to consult the Sigma Service logs you can access these from the .teamsigma directory on the hardware that runs the Sigma Service. Contact your Support team should you have any queries about this.