Adding a Monthly-Day Reports Schedule
The Add Monthly-Day Schedule option opens a screen to set up a schedule to be run on a monthly cycle. The user can select which day(s) of the month the schedule runs.
To set up a monthly-day schedule, complete the following steps:
- From the left pane, select the Add Monthly-Day Schedule button.
- In the
Name field, enter a name for the schedule.The name of the scheduled report event. This field defaults to the name of the selected report but can be updated. If more than one schedule is set up for the same report, each name needs to be unique.
- Enter the Start Date and Start Time of when this report cycle should begin.
The time of day that the report cycle is started, expressed in 24-hour format. If the report is set to generate multiple times during the day, the minutes in the Repeat Interval field are added to this start time to determine the next time the report is run.
For example, if the value in the Start Time field is 07:00 and the value in the Repeat Interval field is 480, the report will generate at 07:00, then at 15:00 (480 minutes later), then at 23:00.
More About Time Value Fields
When a field requires a Time Value, the value must be formatted in 24-hour time. This means after noon, the hour value entered should have 12 added to the hour value shown on the clock. For example, if the time is 3:00 pm, the correct value in 24-hour format is 15:00 (12+3 = 15).
- The system automatically formats entered values to hh:mm (two-digit hour value, two-digit minute value separated by a colon).
- Enter 1500 and the system automatically adds the colon between the hour and minute values to convert this to 15:00.
- Enter 900 and the system adds the leading zeros and colon to convert this to 09:00.
- The system adds leading zeros to any value less than 4 digits. For example, if 9 is entered, the system converts this to 00:09 (nine minutes after midnight).
- If the last two digits of the entered value is larger than 59, this cannot be converted to a valid time and an error message is generated.
- If the first two digits of a four-digit value is larger than 23, this cannot be converted to a valid time and an error message is generated.
- Enter midnight as 00:00; enter noon as 12:00.
- If a "p" or "pm" is entered after the hour value, the system automatically converts the time to the corresponding afternoon value in 24-hour time. For example:
- Enter 300p or 300pm and the system converts this to 15:00 and adds the colon.
The date that the report generation cycle should begin. The report continues to generate on the configured cycle until the End Date is reached. If there is no End Date set up, the report continues to generate indefinitely.
More About Date Value Fields
When a date field is highlighted, the Date Selector is displayed in the right pane to search for the date. Use the arrows in the heading bar to scroll to the Previous or Next month's calendar. Double-click on a date to enter it into the field. Alternatively, dates can be typed into the field.
- Enter the End Date and End Time of when this report cycle should stop. If these fields are left blank, the cycle will continue to run indefinitely.
The time of day that this report schedule is to stop. For example, if the Start Time is set for 7:00 and the End Time is set for 11:00 and the Repeat interval is set for 60 minutes, the report will generate every 60 minutes starting at 7:00 and ending at 11:00.
More About Time Value Fields
When a field requires a Time Value, the value must be formatted in 24-hour time. This means after noon, the hour value entered should have 12 added to the hour value shown on the clock. For example, if the time is 3:00 pm, the correct value in 24-hour format is 15:00 (12+3 = 15).
- The system automatically formats entered values to hh:mm (two-digit hour value, two-digit minute value separated by a colon).
- Enter 1500 and the system automatically adds the colon between the hour and minute values to convert this to 15:00.
- Enter 900 and the system adds the leading zeros and colon to convert this to 09:00.
- The system adds leading zeros to any value less than 4 digits. For example, if 9 is entered, the system converts this to 00:09 (nine minutes after midnight).
- If the last two digits of the entered value is larger than 59, this cannot be converted to a valid time and an error message is generated.
- If the first two digits of a four-digit value is larger than 23, this cannot be converted to a valid time and an error message is generated.
- Enter midnight as 00:00; enter noon as 12:00.
- If a "p" or "pm" is entered after the hour value, the system automatically converts the time to the corresponding afternoon value in 24-hour time. For example:
- Enter 300p or 300pm and the system converts this to 15:00 and adds the colon.
The date this report schedule is to end, if applicable. If this fields is left blank the report will be generated at the set up intervals indefinitely.
More About Date Value Fields
When a date field is highlighted, the Date Selector is displayed in the right pane to search for the date. Use the arrows in the heading bar to scroll to the Previous or Next month's calendar. Double-click on a date to enter it into the field. Alternatively, dates can be typed into the field.
- In the Interval field, enter the number of instances of the month/day combinations in this cycle. For example if 1 is entered here, the report will run every month on the selected days. If 2 is entered here, the report will run every other instance of the month/day combination (every other year). For this type of schedule, the interval setting is usually set to 1.
When setting up the Add Monthly-Day schedule, the interval indicates the number of times the selected month/day combination cycles before the report is run.
For example, if this value is set to 1, this rotation would run every selected month on the selected day.
If this value was set to 2, this would cause the rotation to run every 2 instances of the selected month/day combination (every two years). Note: For this type of schedule, this value would most likely be set to one.
- In the Repeat Interval field, enter the number of minutes between times that the report should run on the indicated days. For example, if 480 is entered in this field, the report will run every 480 minutes (8 hours) on the selected dates. If this report should only generate once per day, leave this field blank. A zero will automatically be assigned when the record is saved.
The number of minutes between instances that this report is to be run. For example, if this field is set to 480, the report will run every 480 minutes on the scheduled dates beginning with the Start Time. If this field is set to zero or left blank, the report only generates once per day.
- In the Shared field, indicate whether other uses can use this same schedule for generating their reports (Yes/No).
Indicates whether this schedule can be shared with other reports (Yes/No). When this value is set to Yes, other users can search for and use this schedule by clicking on the Add Existing Schedule button.
- When this value is set to yes, other users see this option when they open the Schedules tab for this report.
- Click on the Save button to save the information entered on the General screen.
Days of Month Tab
- Click on the Days of Month tab to select the days in a month that this report is to be generated.
- Highlight a day in the Available Days column, and drag it to the Selected Days column.
- Drag as many days to the Selected Days column as needed.
Months Tab
- Click on the Months tab to select the months that this report is to be generated.
- Highlight a month in the Available Months column, and drag the value to the Selected Months column.
- Drag all the required months into the Selected Months column.
- Click on the Save button to save the record.
Created By
The name of the user who created this report schedule.
Created On
The date this report schedule was created.
End Date
The date this report schedule is to end, if applicable. If this fields is left blank the report will be generated at the set up intervals indefinitely.
More About Date Value Fields
When a date field is highlighted, the Date Selector is displayed in the right pane to search for the date. Use the arrows in the heading bar to scroll to the Previous or Next month's calendar. Double-click on a date to enter it into the field. Alternatively, dates can be typed into the field.
End Time
The time of day that this report schedule is to stop. For example, if the Start Time is set for 7:00 and the End Time is set for 11:00 and the Repeat interval is set for 60 minutes, the report will generate every 60 minutes starting at 7:00 and ending at 11:00.
More About Time Value Fields
When a field requires a Time Value, the value must be formatted in 24-hour time. This means after noon, the hour value entered should have 12 added to the hour value shown on the clock. For example, if the time is 3:00 pm, the correct value in 24-hour format is 15:00 (12+3 = 15).
- The system automatically formats entered values to hh:mm (two-digit hour value, two-digit minute value separated by a colon).
- Enter 1500 and the system automatically adds the colon between the hour and minute values to convert this to 15:00.
- Enter 900 and the system adds the leading zeros and colon to convert this to 09:00.
- The system adds leading zeros to any value less than 4 digits. For example, if 9 is entered, the system converts this to 00:09 (nine minutes after midnight).
- If the last two digits of the entered value is larger than 59, this cannot be converted to a valid time and an error message is generated.
- If the first two digits of a four-digit value is larger than 23, this cannot be converted to a valid time and an error message is generated.
- Enter midnight as 00:00; enter noon as 12:00.
- If a "p" or "pm" is entered after the hour value, the system automatically converts the time to the corresponding afternoon value in 24-hour time. For example:
- Enter 300p or 300pm and the system converts this to 15:00 and adds the colon.
Interval
The number of times the units (days, weeks, or months) will cycle before the scheduled report runs again. For example, if the scheduled report is needed every other Monday, the schedule is set to run on Monday and the Interval value is set to 2.
When setting up the Add Monthly-Day schedule, the interval indicates the number of times the selected month/day combination cycles before the report is run.
For example, if this value is set to 1, this rotation would run every selected month on the selected day.
If this value was set to 2, this would cause the rotation to run every 2 instances of the selected month/day combination (every two years). Note: For this type of schedule, this value would most likely be set to one.
Name
The alphanumeric label identifying the schedule generation cycle.
Next Execution
The next date and time that this report will be automatically generated. This is calculated by the system using the information set up on the tabs.
Repeat Interval
The number of minutes between instances that this report is to be run. For example, if this field is set to 480, the report will run every 480 minutes on the scheduled dates beginning with the Start Time. If this field is set to zero or left blank, the report only generates once per day.
Schedule Type
Indicates whether this report schedule should be run Once, Daily, Weekly, Monthly Days, Monthly Weeks, Startup, Immediate, or Continuous.
Shared
Indicates whether this schedule can be shared with other reports (Yes/No). When this value is set to Yes, other users can search for and use this schedule by clicking on the Add Existing Schedule button.
Start Date
The date that the report generation cycle should begin. The report continues to generate on the configured cycle until the End Date is reached. If there is no End Date set up, the report continues to generate indefinitely.
More About Date Value Fields
When a date field is highlighted, the Date Selector is displayed in the right pane to search for the date. Use the arrows in the heading bar to scroll to the Previous or Next month's calendar. Double-click on a date to enter it into the field. Alternatively, dates can be typed into the field.
Start Time
The time of day that the report cycle is started, expressed in 24-hour format. If the report is set to generate multiple times during the day, the minutes in the Repeat Interval field are added to this start time to determine the next time the report is run.
For example, if the value in the Start Time field is 07:00 and the value in the Repeat Interval field is 480, the report will generate at 07:00, then at 15:00 (480 minutes later), then at 23:00.
More About Time Value Fields
When a field requires a Time Value, the value must be formatted in 24-hour time. This means after noon, the hour value entered should have 12 added to the hour value shown on the clock. For example, if the time is 3:00 pm, the correct value in 24-hour format is 15:00 (12+3 = 15).
- The system automatically formats entered values to hh:mm (two-digit hour value, two-digit minute value separated by a colon).
- Enter 1500 and the system automatically adds the colon between the hour and minute values to convert this to 15:00.
- Enter 900 and the system adds the leading zeros and colon to convert this to 09:00.
- The system adds leading zeros to any value less than 4 digits. For example, if 9 is entered, the system converts this to 00:09 (nine minutes after midnight).
- If the last two digits of the entered value is larger than 59, this cannot be converted to a valid time and an error message is generated.
- If the first two digits of a four-digit value is larger than 23, this cannot be converted to a valid time and an error message is generated.
- Enter midnight as 00:00; enter noon as 12:00.
- If a "p" or "pm" is entered after the hour value, the system automatically converts the time to the corresponding afternoon value in 24-hour time. For example:
- Enter 300p or 300pm and the system converts this to 15:00 and adds the colon.
