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  1. In Properties, click on the drop down and select Report:Report
  2. Click on Request Parameters > click the arrow and select False

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Set Filter Defaults

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By setting All as the default, all Countries, Brands, Regions & Offices options for these filters will be included in the report.  

  1. Right click on a non-date filter > select Edit
  2. In Value, enter All > click OK
  3. This must be done for Country, Brand, Region, Office & Countryas well as any other non-date filters


Date Filters

The day the report is scheduled to run will affect what the default value needs to entered.

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Info

If the default date is to be after the date the report is run, remove the minus sign from inside the bracket. IE If the Expressions is Today.AddDays(5) the date will be 5 days after the report is run.

Save & Preview

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Click Save Report.

Click the Preview tab to confirm the report is running without needing to click Submit and that the default filters are working.Click Save Report. If any changes are needed, click Page 1 to get back to the report editor.


Step 3 Schedule the Report

  1. Select Reports
  2. Go to the folder the report was copied to
  3. Select Action > Schedule
  4. Enter the required fields:
    1. Report Recipients: the email address the report is to be sent to. Multiple email addresses can be entered
    2. Run as User: this will determine what permissions will be used to run the report
    3. Report Format: options are PDF, HTML or Excel
    4. Frequency:
    5. Frequency Type: options will vary depending on the Frequency selected
    6. Start Date: the first day the report will run based on the frequency options selected
    7. End Date: the last day the report will run based on the frequency options selected
    8. Preferred Start Time: the time the report will be run.  
  5. Click Save

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Tip

Scheduled reports are run sequentially, for best results we recommend the Preferred Start Time is set outside working hours. 


Troubleshooting

If a report is populated when being run manually and appears blank when run as a scheduled report, this may resolve the issue. 

  • Select the Report > Click Edit

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  • In the Edit Report view, expand the variables section and for each Variable click edit

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  • Check to see if any of the Variables are a List

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  • If there are Variables that are Type: List scroll down until you see

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  • Select Properties, then change Number of Passes from Single-Pass to Double Pass

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  • Save the report

Now the scheduled report should appear populated (not blank)

Page Properties
hiddentrue


Related issues


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