Identity Reporting 7.1.0

Report Schedules

Report Schedules are used to define schedules for re-occurring reports or reports that need to be run on a future date. Each schedule will also contain a list of email recipients to which the report will be forwarded. The Report Schedules tab of the dashboard is used for managing these schedules. There must be at least one report definition before a report schedule can be created.

Creating New Report Schedules

  1. Navigate to the Report Schedules tab of the main dashboard.

  2. Click Create Schedule.

    Create a report schedule
  3. On the Create Report Schedule page, fill in each of the required fields. Additional details on the available fields are given below:

    1. Schedule Name. (Required) Name of the report schedule that appears in the table.

    2. Description. Provides additional information about the report schedule and its purpose.

    3. Report Name. (Required) Name of report definition that will be run on a scheduled basis. After a report definition has been successfully created, it appears in this list for selection.

    4. Select Cron Schedule Option. (Required) Choose whether or not to manually enter schedule time options, or to provide a cron formatted string.

      • When Time Interval Selections is selected:

        Create report schedule with time interval selection
        • Time. The time of day at which the report will run

        • Run Every. When choosing day as the interval, chose the number of days in between the runs.

        • Interval. Time period interval for the report to run selecting days, weeks, or months.

        • Starting Month. Month of the year the schedule will take effect.

        • Staring Day. Day of the month the schedule will take effect.

        • Select Months. When running monthly, select the months of the year the schedule should run.

      • When Manually Add Cron Schedule is selected:

        Create report schedule with cron format
        • Schedule. Enter a cron formatted string, which determines the report schedule frequency.

    5. Report Format. (Required) File format of the report that will be attached in the email notification.

    6. Report Owners. (Required) List of emails that will receive a notification containing the report when the schedule runs.

    7. Enabled. Determines whether the schedule should run at the designated intervals. While the checkbox remains empty, the schedule will not generate a report or any corresponding notifications.

Modifying Report Schedules

  1. Navigate to the Report Schedules tab of the main dashboard.

  2. In the table, click the ellipses of the desired schedule, and select Edit.

  3. Update the fields as necessary.

  4. Click Save.

Modifying existing report schedules

Deleting Report Schedules

  1. Navigate to the Report Schedules tab of the main dashboard.

  2. In the table, click the ellipses of the desired schedule and select Delete.

  3. Select Delete Report Schedule to confirm the deletion.

Deleting a report schedule
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