Reports: Scheduled Reports - Modify a Recurring Report

Article Links Introduction | Modify the Recurring Report Job | Pause, Resume and Run a Job |  Delete a Job | 

INTRODUCTION

A “job” is created when you schedule a report to be emailed on a recurring basis. Jobs are also created by Convergence Training and they are run at regular intervals. For example, Convergence training runs jobs each night to update completion records, send notifications or update assigned training. There are three methods to view and manage jobs:

Reports Menu > Schedule Reports: Displays report jobs created by ALL administrators including you.

 You would access Schedule Reports to:

• Modify a recurring report job: change the report parameters, recipients and delivery schedule for ALL administrators including you
• Pause, Resume and Run a job: use to pause and resume a job for a period of time rather than deleting a job
• Delete a job: permanently deletes any job. Only Master Administrators can delete a job.

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MODIFY THE RECURRING REPORT JOB

Follow these steps to modify the recurring report job by modifying the report parameters, recipients, and delivery schedule for ALL administrators including you:

1. Click the Administration tab at the top of the screen.
2. Click the Reports link, then click Scheduled Reports.
3. Search and locate the job to be modified.
4. Click the Edit button to the left of the desired job.  The Schedule Report Job Details screen appears.
5. Complete the following steps:
   1. Step 1: Adjust the report parameters as desired.
   2. Step 2: Click the View Report button to verify the report displays the desired data.
   3. Step 3: Select one or more users, teams or groups.
      Note: User, team and/or group records must include an email address.
   4. Step 4: Choose either or both of the desired formats: PDF or Excel file.
      Note: Choosing both means there will be two attachments on one email.
   5. Step 5: Change the email subject line, if desired.
   6. Step 6: .Click the Setup Schedule button and follow these steps:

1. 1. 1. Choose the Recurrence Pattern. Select from daily, weekly or monthly.
         
      2. Select the Report’s Date Parameters. The parameters allow you to select between days and months.
         Note: You will be required to set a start date and end date value on any report that includes a date range. This insures that every time the report is run according to your schedule it sets the start and end date parameter for the report. 
      3. Click the Save button. You will be returned to the Scheduled Report Job Details screen.
      4. Click the Use Schedule check box.
         Note: If you do not select the Use Schedule checkbox, the report will only run once.
      5. Step 7: Click the Save button.
      6. Click the Close button.

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PAUSE, RESUME AND RUN A JOB

Follow these steps to pause, resume and run jobs created by ALL administrators including you:

1. Click the Administration tab at the top of the screen.
2. Click the System link and then click the Jobs link on the left navigation bar.
3. Search and locate the desired job to be edited.
4. Click the View button to the left of the desired job.
   1. Click the Schedule Job button to change the scheduled recurrence date.
   2. Click the Pause Job button to pause the job temporarily.
   3. Click the Resume Job button to resume a paused job.
   4. Click the Run Job Now button to run the job now.
5. Click the Save button to save the changes.
6. Click the Close button after the Success, Schedule Job Change confirmation appears.

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DELETE A JOB

Follow these steps to permanently delete a job created by ALL administrators including you:

1. Click the Administration tab at the top of the screen.
2. Click the Reports link, then click Scheduled Reports.
3. Search and locate the job to be deleted.
4. Click on the job to be deleted to highlight the row.
5. Click the Delete button to the left of the desired job.
6. Click the Yes button on the Confirm Delete screen.
7. Click the OK button on the Delete screen.
8. The job will be permanently deleted.

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