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

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.

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

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

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 found