Scheduled Reports Console

Scheduled Reports Console allows users to manage their own scheduled reports, and see a list of the scheduled reports belonging to other users.

Scheduled Reports Console Oct 12 2017 my scheduled reports

What Scheduled Reports Console shows:

  • Private Bookmark Name: The private bookmark name or a message that the private bookmark has been deleted.
    Scheduled Reports Console Oct 12 2017 private bookmark name
    Scheduled Reports Console shows all scheduled reports, even those that have had their public or private bookmarks deleted. 
  • Scheduled by: The name of the person who scheduled the report.
    Scheduled Reports Console Oct 12 2017 scheduled by
  • Last Run Status: The date the scheduled report was last run. If red, the report failed to complete. If green, the report completed successfully.
    Scheduled Reports Console Oct 12 2017 last run status
  • Schedule Frequency: Always blue. The number of times the report has run and when it is due to run again.
    Scheduled Reports Console Oct 12 2017 schedule frequency
  • Email Recipients: The email addresses of the recipients.
    Scheduled Reports Console Oct 12 2017 email recipients
  • Report Name: The report template that the schedule report was created from. If blank, the report template has been deleted or renamed by Plutora.
    Scheduled Reports Console Oct 12 2017 report name
  • Actions: Contains the cogwheel-shaped settings button and the delete button. Only present if My Schedules is selected.
    Scheduled Reports Console Oct 12 2017 actions

Users can:

To open Scheduled Reports Console:

  1. Go to Reporting > Report Center.
  2. Click Predefined Reports.
    Scheduled Reports Console Oct 12 2017 predefined reports
  3. Click Users.
    Scheduled Reports Console Oct 12 2017 users
  4. Click Scheduled Reports Console.
    Scheduled Reports Console Oct 12 2017 scheduled reports console

Manage your own scheduled reports:

  1. Click My Report Schedules.
    Scheduled Reports Console Oct 12 2017 my schedules
  2. Change the parameters of your scheduled report:
    1. Click the cogwheel-shaped button.
    2. See 2. Manage report features in Create A Report for more information.
  3. Delete your report schedule.
    1. Click the XBlack cross in a circle delete button report center
      Scheduled Reports Console Oct 12 2017 delete
    2. Click OK to confirm.

To see the reports of other users:

  1. Click All Users.
    Scheduled Reports Console Oct 12 2017 all users
  2. Click OK to acknowledge that the page may take some time to load.
    The scheduled reports of other users cannot be managed. Ask the user to open Scheduled Reports Console and manage their own reports.

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