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Manage and Schedule report (with New Scheduler)

New scheduler is available from Insights version 1.14. You are recommended to migrate from the old scheduler to new one. You can follow this document for migration steps

This article is to instruct how to manage and schedule your saved reports using the new scheduler.

Overview 

Your saved reports can be found in Saved Reports section. From here, you can also create report schedules. 

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Manage Reports

Select "Saved Reports/Manage" from the menu, to open the page which manages all of your saved reports.

Your saved reports can be found in Saved Reports section. It is saved to Personal Reports section by default (only you can see it). If you want to share it to others, select "Share Report" option as following image, the report will be cloned to Shared Reports section.

 

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Below is an example describing the functionalities you can do on a saved report.

 

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 Select action you want

  • Schedule: schedule your report. This function be described in the next section.
  • Embed: Copy the generated script and embed the report onto your website
  • Run Report: Open the report 
  • Edit Report: Rename the report
  • Delete Report

Show/Hide the report in the menu: tick the checkbox on which reports you want to be displayed in the Saved Reports dropdown.

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Schedule Reports

From Manage report page, click the Clock icon  to open the  Report Schedule dialog.

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  • You can customize subject of the report email by inputting into the field "Title"
  • To email your report to yourself or others, enter the recipients (separated by semicolon)
  • The report can be sent to your emails in different formats: PDF, HTML, XLS, CSV
  • The report can be scheduled in many different intervals: Once, minutes, hourly, daily, weekly, monthly
    • Some examples: run once at <start time> <Run On Date>, Every x minutes, Every x days, Sun and Monday every 2 weeks, day 3 of Jan and Feb

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Edit/ Delete  your schedule

Click the  icon   again to open the schedule dialog in order to edit or delete a schedule.

Note: If you want to delete a saved report, you need to unschedule it first (Click Unschedule button).

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