reportserver-14364-administrative-panel-schedule-documents.md
This topic describes how to schedule a document generation job and configure its settings.
Click the Scheduling button in the Report and Dashboard Server’s toolbar to open the document scheduling screen.
Move the mouse over the Add Job button and select whether to create a basic job or billing statement.
Job
Billing Statement
These actions invoke the wizard to schedule a job and specify its settings. The following sections describe the wizard pages:
The first wizard page provides the main job settings that depend on the selected job type.
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Option
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Description
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Name
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Specifies the job’s unique name.
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Document
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Specifies the document to generate.
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Retention Period
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Specifies how many days to store generated documents on the Server. A zero value indicates unlimited document storage time.
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Option
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Description
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Name
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Specifies the job’s unique name.
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Document
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Specifies the document to generate.
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Retention Period
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Specifies how many days to store generated documents on the Server. A zero value indicates unlimited document storage time.
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Data Model
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Specifies a data model that contains a field with recipient emails.
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Data Member
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Specifies a data member (table, view or query) that contains a field with recipient emails.
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Email Address Field
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Specifies a data field that provides recipient emails.
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Recipient Name Field
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Specifies a data field that provides recipient names. These names appear in the email headers.
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This wizard page appears only if a document contains visible parameters and allows you to specify values for them (including multi-value and cascading parameters).
The Report and Dashboard Server supports the following parameter types:
Static
Bound (for billing statements only)
Calculated (for date-time parameters only)
You can choose one of the following calculated values:
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Task
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Day
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Week
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Start of the previous day
Start of the current day
Start of the next day
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Start of the previous week
Start of the current week
Start of the next week
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Month
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Quarter
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Year
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This wizard page allows you to schedule a job.
The Start Date option specifies the date and time at which the task should run.
You can select one of the following job types:
Recurrent
Run Once
For a recurrent job, specify the recurrence frequency and interval. The following recurrence frequency options are available:
On this wizard page, you can specify settings to send emails with the job’s generated documents.
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Option
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Description
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Document Format
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Specifies how to deliver documents by email.
Document preview URL
Attached PDF
Attached Excel workbook
Embedded HTML (for reports only)
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Send As
(for basic jobs only)
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Specifies how to send emails to recipients.
Individual emails
One email to multiple recipients
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Send a Blank Document
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Specifies whether to send blank documents that do not contain any pages. Note that a document contains at least one page if a report’s Printing - Report Print Options - Print when Data Source is Empty property is True. You should set this property to False to prevent sending documents whose data source has no records.
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This wizard page appears only when you create a basic job and allows you to specify email recipients.
Select checkboxes for the registered Report and Dashboard Server users who should receive emails from the scheduled job. These users should have at least the minimum (read-only) permissions to access this job.
Use the editor below the table to specify any number of external subscriber emails separated by a comma.
This wizard page is available only when you create a basic job.
You can export documents to various formats and place these documents into shared folders. Specify paths to the resulting files separated by a comma. If a file with the specified name already exists, the job overrides it.
Supported file extensions depend on the document type:
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Report
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Dashboard
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You can use the following placeholders in the folder and/or file names to transform them into current date/time values on export:
After you completed the wizard, the job appears in the list, and the side panel displays job details.
You can edit an existing job in the wizard. Click the Edit button to open the wizard’s first page and go through several steps.
To open a specific wizard page, click the button whose name corresponds to this page’s name (that is, the Email Settings button opens the Email Settings wizard page).
You can temporarily disable the job or delete it along with all generated documents.
The created job runs automatically at the specified date and time and is repeated according to the specified recurrence options.
Click the Execute Now button to start the job immediately.
Click the Generated Documents button to invoke the dialog that displays the job’s run history and all the documents that this job produces. Click an item to expand its details.