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. 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 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
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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