==========================
Report Designer/Schedule
==========================

The **Report Designer/Schedule** page allows users to

-  View scheduled deliveries
-  Add, copy, and remove schedules

Methods of Delivering Scheduled Reports
---------------------------------------

+------------------------+---------------------+----------------------------------------+--------------------------------------------+-----------------------------------------------+
| Delivery Method        | Recipient Options   | Delivery Options                       | Sending Location                           | Applied Filters                               |
+========================+=====================+========================================+============================================+===============================================+
| Subscription           | Self                | - Scheduled Alert                      | - Subscription Button in Report Viewer     | Configured in Subscription Scheduler window   |
|                        | (Current User)      | - Scheduled Reporting Item             | - Subscription Button in Report List       |                                               |
+------------------------+---------------------+----------------------------------------+--------------------------------------------+-----------------------------------------------+
| Scheduled              | All Users, Others   | - Scheduled Alert                      | - Schedule Tab in Report Designer          | Configured in Report Scheduler window         |
|                        | and Self            | - Scheduled Reporting Item             |                                            |                                               |
+------------------------+---------------------+----------------------------------------+--------------------------------------------+-----------------------------------------------+
| Instant Delivery       | All Users, Others   | - Instantly delivered report via email | - Email Button in Report Viewer            | Currently configured filters in report        |
|                        | and Self            |                                        | - Email Button in Report List              |                                               |
+------------------------+---------------------+----------------------------------------+--------------------------------------------+-----------------------------------------------+

View Schedule List
------------------

#. In Report Designer, click Schedule in the left menu.
#. Summaries of existing schedules are listed together with delivery
   options.
#. Each schedule can be edited, copied or deleted using the icons in
   Action field.
#. New schedule can be added using the Add Schedule button above the
   list.

.. _Report_Schedule_List:

.. figure:: /_static/images/Report_Schedule_List.png
   :width: 950px

   Report Schedule List

.. note::

   To delete multiple schedules at the same time, tick the checkbox in front of them then click the delete icon above the list (that looks like a waste basket).

Search for Schedules
--------------------

.. _Report_Schedule_Search:

.. figure:: /_static/images/Report_Schedule_Search.png
   :align: right
   :width: 348px

   Report Schedule Search

#. Select a field to search in from the drop-down, default is All.
#. Enter a partial text and click the search icon (🔍).
#. Only matching schedules will be displayed. |br|

.. _Add_a_Schedule:

Add a Schedule
--------------

Click the Add Schedule button above the list
to open the Add Schedule pop-up.

#. Enter a name for this schedule.
#. In Schedule tab:

   #. Select Scheduling Type:

      -  Scheduled Alert: delivered only if report has data at scheduled time.
      -  Scheduled Reporting Item: delivered regardless whether it has
         data or not at scheduled time.

   #. Select desired time zone.
   #. Select a start date in the future.
   #. Enter the start time (some common values can be quickly selected
      from the pre-defined list).
   #. Select a common recurrence period from the list, or select Custom
      Recurrence to define a different one.

   .. _Report_Add_Schedule_pop-up_Schedule:

   .. figure:: /_static/images/Report_Add_Schedule_pop-up_Schedule.png
      :width: 600px

      Report Schedule

#. In Delivery tab, select:

   -  "Email" Delivery Type: send the report to the email address of
      selected users.

      #. Select Delivery Method: email a **Link**, email an
         **Attachment**, or email with **Embedded HTML** body.
      #. Customize the default template if necessary.

   -  "File Location" Delivery Type: save the report as a file.

      #. Delivery Method is Send to disk.
      #. Select the Export File Type: PDF, Word Doc, Excel or CSV.

   .. _Report_Add_Schedule_pop-up_Delivery:

   .. figure:: /_static/images/Report_Add_Schedule_pop-up_Delivery.png
      :width: 600px

      Report Schedule Delivery

#. Optionally re-select values for report filters.

   .. _Report_Add_Schedule_pop-up_Filter_Value_Selection:

   .. figure:: /_static/images/Report_Add_Schedule_pop-up_Filter_Value_Selection.png
      :width: 600px

      Report Schedule Filter

#. Click OK to close Add Schedule pop-up.
#. Click Save at the top to save the Report.