(v24) Schedule a Dashboard Report

Schedule a Dashboard Report

This applies to: Visual Data Discovery

Symphony sends dashboard reports to you and/or other persons you want, on a schedule, when you use the Scheduled Reports feature. This topic describes how to generate dashboard reports on a schedule.

Generate a scheduled dashboard report

1. Log into as an administrator or a user with the Create Scheduled Reports privilege.

2. Select Library on the UI menu. The dashboard library opens.

3. Locate the dashboard in the dashboard library list you want.

4. Select the schedule icon () in the associated Schedule column. The Scheduled Reports work area opens. Any defined scheduled reports are listed on the left side of the work area.

   

   • If there are no schedules defined for this dashboard, select New Schedule to create a new scheduled report.
     

Field	Description
Name	Specify a name for the scheduled dashboard report definition.
Format	Select a format for the scheduled dashboard report using the arrows in the Format selection box. PDF, PNG, and Data (XLSX) > Raw Data or Data (XLSX) > Visual Data formats are supported.
To	The To text box contains your user name. Add more recipients here by typing their name or email address in this box. You must have at least one name in this field. As you type in characters, existing user accounts are searched and defined users that match are shown. See Manage Users in Symphony. You can also set up user attributes and use the Recipient Rules API to specify who your users can see in the recipients list, and select from those users who to send the report to. See Configure Recipient Rules. Add users without user accounts to the recipients list: type in their full email address, then select add () to include them in the list. Non- Symphony user recipients are granted the same security based on the report scheduler's user attributes for interpolation, row and column security (if defined), and filtering. Important: If you do not want to allow external users to receive scheduled dashboard reports, you can work with technical support to disable this in your environment. See Disable Sending Scheduled Dashboard Reports to External Users. See Scheduled Dashboard Report Prerequisites for information about JavaMail properties that you might need.
Subject	Specify a subject for the email that will be sent containing the scheduled dashboard report. By default, a subject of <dashboard-name> Schedule Report is used.
Message	Optionally provide a message for the email.
Frequency	Select a frequency for the scheduled dashboard report using the arrows in the Frequency selection box. Frequencies of Daily, Weekly, Monthly, and Run Once are supported. Depending on the frequency you select, additional fields appear.
Run Time	This field only appears if the Daily, Weekly, or Monthly frequencies are selected. Specify the hour and minute of the day at which the scheduled dashboard report should be generated and sent. Type the hour of the day on the left side of the colon and the minute of the day on the right side of the colon. Use the arrows in the box to the far right to select AM or PM.
From	This field only appears if the Daily, Weekly, or Monthly frequencies are selected. Select the starting date for the scheduled dashboard report. Click in the box to bring up a calendar in which you can select the date.
To	This field only appears if the Daily, Weekly, or Monthly frequencies are selected. Select the ending date for the scheduled dashboard report. Click in the box to bring up a calendar in which you can select the date.
Run on the	This field only appears if the Weekly or Monthly frequencies are selected. When Weekly is selected, use the arrows in this selection box to select the day of the week on which the scheduled dashboard report should run (Sunday, Monday, Tuesday, etc.). When Monthly is selected, use the arrows in this selection box to select the date in the month on which the scheduled dashboard report should run (valid values range from 1 through 31).
Date	This field only appears if you select the Run Once frequency. Select the date for the scheduled dashboard report. Click in the box to bring up a calendar with in you can select the date.
Run Now	Slide the Run Now switch on (to the right) to send the scheduled dashboard report immediately. By default, this switch is off (on the left). You can enable Run Now simultaneously with any other Frequency selected. The report will be delivered immediately and at the specified Frequency. For example, if you select Run Once and switch on Run Now you will get your report two times.

Note: Only the report scheduler can see the non- Symphony users included in the recipient list.

5. Select Save to save the scheduled dashboard report. The name of the scheduled dashboard report appears in the list on the left of the Scheduled Reports dialog.