7.5 Editing a Schedule Instance

To edit a schedule instance for a report that has not been run yet:

  1. Click Edit under the schedule name.

    You can also click the report schedule.

    The Reporting Module displays a page that lets you edit the report definition and schedule. The page opens to the schedule instance you selected in the Calendar page. However, you can work on a different schedule instance, or create a new one from the editing page. In addition, you can make modifications to the report definition.

    The report definition has a one-to-many relationship with schedules, which means that a report definition can have one or more schedules, but a schedule can only be associated with a single report definition.

  2. To edit the settings for the schedule, scroll down to the Schedule section of the page and open the section for this scheduled run.

  3. Make changes as necessary to the scheduled run.

    Schedule Property

    Description

    Start date

    Specifies the date in the calendar on which you want to initiate the first run of the report. This property also determines the date for all subsequent runs.

    You can change the start date for a schedule after it has been created, even if the calendar already includes one or more scheduled runs. If you change the start date for a schedule, all of the runs for this schedule shift to the new date.

    Time of day

    Specifies the approximate time of day for each report run. The time of day is based on the clock on the server where the report is executed. The actual execution time depends on server activity.

    The run time specified for each schedule instance is set to the hour or the half hour (for example, 1:00 AM or 1:30 PM).

    You can change the time of day for a schedule after it has been created. If you change the time of day, all of the runs for this schedule execute at the new time.

    Frequency

    Specifies the repeat interval (a number that specifies how often the report will run) and the time period for report runs: (Month(s), Week(s), or Day(s).

    You cannot modify the frequency for a schedule after the schedule has been created.

    End date

    Specifies the date in the calendar after which no more runs should occur. Note that the last report run may not actually occur on this date. For example, if you choose October 15 as the start date, and specify a repeat interval of two weeks and an end date of November 1, the report will be run on October 15 and October 29. In this case, October 29 is the last run.

    You can change the end date for a schedule after it has been created.

    Use default notifications

    Specifies the e-mail settings associated with the schedule instance.

  4. Click Save.