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Bold Reports

Schedule Business Reports

Schedule Business Reports.

In this blog, we are going to cover the schedule features available in Bold Reports On Premise and how to configure them. This includes how to add, edit, delete, run, enable, and disable schedules in Bold Reports On-Premise edition. Reports generated on a schedule can be sent to individuals or groups in popular file formats like PDF, Word, Excel, HTML, PPT, and CSV.

Create a schedule

Only users with the Create All Schedules permission can create schedules for reports. They can be created in the following ways:

Option 1: Add schedule from create menu

Click the Create Report icon in the navigation menu on the left side of the screen and choose Schedule from the  sub-navigation menu.

Create schedule from Create menu
Create schedule from Create menu

Schedule option in sub-navigation menu.
Schedule option in sub-navigation menu.


Option 2: Add schedule from the context menu of a report

Click the Actions button on a report in the reports list and select Create Schedule.

Add a schedule from the Actions menu.
Add a schedule from the Actions menu.

Option 3: Add schedule from sidebar

Click Schedules in the sidebar of the Report Server. This will redirect to the Schedules page. Click Create Schedule.

Create schedule from the sidebar.
Create schedule from the sidebar.

Customizing schedule configuration

Select a category from the Category drop-down and choose your report from the Report drop-down. Enter a name in the Schedule Name text box. If your report has parameter values, then enable the Set parameters option.

Customizing schedule configuration.
Customizing schedule configuration.

Choose recurrence interval for the report

Report Server helps you manage your reports by automating the report generation process. The following five recurrence types are available for schedules:

  • Daily.
  • Hourly.
  • Weekly.
  • Monthly.
  • Yearly.

The schedule can recur at a specific number of minutes by using the Hourly type and starting the schedule.

Manage report recurrence interval.
Manage report recurrence interval.

Compress and send the report

The scheduling capabilities also support compressing large report files so they can be downloaded in a matter of minutes. Enable the File Compression option in the Schedule dialog to compress your reports in zip format.

Compress your reports in zip format
Compress your reports in zip format

Password-protect your scheduled report

Bold Reports also provides secure file transfers. You can secure your exported reports by enabling password protection in the Schedule dialog box by two methods:

  • Default Password.
  • Custom Password.
 Enable password protection.

Enable password protection.

Default Password

By default, the password for the report is generated by taking the first and last four characters of your email address.

Report protection using default password.
Report protection using default password.

Custom Password

You can provide customized password protection by choosing a custom password. Your first name, last name and email address will be used in combinations for password.

For instance, you have a sample user with the following details:

First name: John
Last name: Michael
Email: johnmichael@gmail.com

With this sample user, the possible password combinations are explained in the table that follows.

Note: If a last name is not provided, only the rules specified for the first name will be used.

Password Rule Unlock Password
First four characters of Email
+
Last four characters of First Name
johnJohn
First four characters of First Name
+
First four characters of Last Name
Johnmich
First four characters of Email
+
Last four characters of Last Name
johnhael

 

Report protection using custom password.
Report protection using custom password.

Customize the scheduled report email template

In the latest release, we have added a feature enabling mail template customization.

Customization of Mail Template.
Customization of Mail Template.

Predefined variables for mail Template

We have provided access to a set of predefined variables for users to insert into their mail templates:

  • Full Name.
  • First Name.
  • Schedule Name.
  • Report Name.
  • Report Link.
  • Export Name.
  • Organization Name.

Share reports with a user, a group of users, or an external recipient

You can select the exported report format from popular file formats like PDF, Excel, Word, HTML, PPT, and CSV and then share the reports to the desired person or group by enabling the Email attachment option. You can also share the report to an external recipient by adding their email address via the External Recipients text box.

Email attachment for users and groups.
Email attachment for users and groups.

Save the scheduled report as a file

In some cases, you may want to share the generated report file to a shared location instead of sending it through individual emails. Using the Save as file option, you can save the report locally in any drive. Just enable the Save as file option in the Schedule dialog, select where on your drive you want the file to be stored by entering a location in the Export path

Save the file in your location.
Save the file in your location.

Run the schedule

You can run the schedule instantly using the Run Now option in the from the scheduler grid. This will run the schedule immediately and share the report with the selected recipients.

Run the schedule on demand.
Run the schedule on demand.

Edit your schedule

You can edit your schedule’s category, reports, name, recurrence type, recurrence interval, start date, end date, export format, and recipients through the Edit dialog box.

Edit schedule option.
Edit schedule option.

Enable or disable schedules

Schedules can be disabled at any time to ignore the next occurrence. When enabled, the next occurrence will run accordingly.

Enable schedule option.
Enable schedule option.

Delete schedules

Schedules that are no longer needed by clicking the Actions button in the schedule grid context menu and select Delete .

Delete Schedules.
Delete Schedules.

Conclusion

We hope this blog has provided a detailed overview on how to create and manage your schedules using Bold Reports On-Premise.

If you have any questions about this feature, let us know in the comments section below. You can also contact us through the Bold Reports contact page or, if you have an account already, you can log in and submit your questions. For further update details, follow us on Twitter, Instagram, Facebook, or LinkedIn.

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