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.
- Full Screen Mode – Press F11 on your keyboard to expand your internet browser to full screen. This not only shows more data in the window, but it also avoids the potential of the 'Back' button being pressed.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 - Set your report to run as you would normally but instead of clicking the Run Report button, you need to select the Schedule button.
Details
- Configure the name of the schedule and add a description.
Report Configuration
- This tab will display what you chose to run the report on (amend if necessary).
Report output
- Enter the to, from and reply email address and the Subject
- Choose the output.
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.
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)
Start date
- Same options as the End date tab.
Activation
- The date and time you want to start the Scheduler.
Recurrence
- Choose how often you want to run the Report.
Run time(s)
- Choose the run time(s) of the Schedule.
Schedule end
- Choose when you want to cease the Schedule or choose Never.
Hints & Tips
- Selecting
dropdown will provide you with a list of all activities available to you. - Selecting an item on the list will open that activity in a new tab.
Scheduler Activity Window - Here you can view and manage your current scheduled tasks.
- 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.
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.