Scheduling
Running and distributing reports manually—especially those with large data volumes or multiple recipients—can be time-consuming and inefficient. Intellicus simplifies this process by allowing you to schedule reports and automate their delivery in specified formats and to multiple recipients.
You can create batch schedules to run reports at predefined times and deliver them automatically to designated locations. This helps improve server resource utilization and ensures timely report generation, even for high-volume or long-running reports.
What are Batch Schedules?
Batch schedules are non-interactive, background processes that generate and deliver reports automatically. They are particularly useful for:
Offloading long-running reports to non-peak hours
Automating delivery of reports in bulk
Managing scheduled delivery to multiple recipients in various formats
Benefits of Scheduling Reports
By scheduling reports, you can:
Optimize server and printer usage during low-traffic periods
Save time by avoiding manual report execution
Deliver reports to multiple recipients simultaneously
Ensure consistent and timely data distribution
Scheduler Features
The Scheduler component in Intellicus lets you define:
Date and time to generate the report
Output format(s) (such as PDF, Excel, or CSV)
Delivery options, including email or shared folders
Execution logic, such as recurrence and dependencies
Note
You can also retain a history of reports generated through scheduling for audit or reference purposes.
Who Can Create Schedules?
User Type | Permissions |
|---|---|
Administrator | Can create and manage all schedules |
Users with Batch Report Scheduler privileges | Can create batch schedules |
All users | Can create private schedules for personal use |
How Does it Work
Setting Up a Job
A Job is a container that organizes and manages scheduled report executions in a coordinated manner. Instead of scheduling reports individually, you can schedule multiple reports to run as part of a single job.
A job includes the following information:
Report name(s) to be executed.
Output format and delivery options.
Execution schedule.
Setting Up a Task
A Task defines a report to be executed along with its output and delivery settings. Tasks are created and saved in the Intellicus repository.
During job setup, you can select from existing tasks or create a new one.
Setting Up a Schedule
A Schedule specifies when and how frequently a report or job should run. You can create:
One-time schedules (run now or at a specific time).
Recurring schedules (run daily, weekly, or on a custom cycle).
Schedules are stored in the Intellicus repository and can be reused across multiple jobs.
You can select an existing schedule or create a new one during job configuration.
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