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To run Reports and Dashboards automatically on a regular basis, you must select either Simple or Calendar from the Recurrence drop-down menu on the Schedule tab.

  • Simple: recurrence repeatedly runs the job at a regular interval set in minutes, hours, days, or weeks. 

  • Calendar: recurrence involves more settings: time of day, days of the week, or days of the month, and months of the year. 



The following two tables lay out your options for recurrence, based on your previous choice:
 

 

 
Simple Recurrence
Repeat EveryThe interval between jobs in minutes, hours, days, or weeks.
Run a Set Number of TimesRuns the specified number of times. 
Run Until a Specified DateRuns until a calendar date is reached. Click the calendar icon  to select the date.
Run IndefinitelyRuns at the specified times until you delete the job. 
HolidaysA holiday calendar specifies a list of days when the scheduled report will not run. To use a holiday calendar, select it from the drop-down list. Only one holiday calendar can be selected at a time. Holiday calendars are configured by an administrator; if no calendars are available in this list, this option has not been configured for your system.
 

 

 

If your server recognizes Daylist Savings Time (DST), jobs scheduled using simple recurrence may seem to occur one hour later (when DST ends) or one hour earlier (when DST begins). If you want jobs to recur at the same time of day (respecting DST adjustments), use calendar recurrences.

 

 

 

 

 
Calendar Recurrence
Months

The months during which the Report or Dashboard runs:

  • Every Month
  • Selected Months
Days

The days when the Report or Dashboard runs:

  • Every Day
  • Selected Days
  • Dates in Months (Enter dates or date ranges separated by commas. For example: 1, 15,)
TimesThe time of day in minutes and hours when the job should run. The hours use 24-hour format. You can also enter multiple minutes or hours, and ranges, separated by commas. For example:

Entering 0,15,30,45 for the minutes, and 9-17 for the hours, runs the job every 15 minutes from 9:00 a.m. to 5:45 p.m. Enter an asterisk to run the job every minute or every hour. 
End DateCalendar recurrence runs until a calendar date is reached. Click the Calendar icon to select the date. 
Holidays

A holiday calendar specifies a list of days when the scheduled Report or Dashboard will not run.  

  • To use a holiday calendar, select it from the drop-down list. Only one holiday calendar can be selected at a time. Holiday calendars are configured by an administrator; if no calendars are available in this list, this option has not been configured for your system. 

 

 

 

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