Scheduling a Report

Scheduled reports run at a predetermined time and emailed as files to a list of recipients. The file format can be CSV, XLS, or PDF.

By default, reports that are created as part of a schedule are stored in a Minio bucket called report. To change the Minio bucket, set the new name as an environmental variable SCHED_RPT_MINIO_BUCKET for the ArcoReports container.

Note: You can schedule reports as described here only when the reports are running in their own arco-reports container. This feature will not work if reports are running as part of ArcoService.

  1. Before you can schedule reports, the following services must be configured :

  2. Add a Report Server service to generate reports. For information, see Adding a Report Server Service.

  3. Add an SMTP gateway service to email the generated reports. For information, see Adding a SMTP Gateway Service.

  4. Create a run schedule and add an interval that matches with the time the report must be executed. You must create separate schedules for each report. For information, see Adding a Schedule.

  1. Click Hardware on the left navigation pane.

  2. Click Rules on the top navigation bar.

  3. Click Add Rule Set.

  4. Click Services tab.

  5. In the References section, do the following:

    1. Click New Reference and Report Server. Find and assign the report server you configured previously.

    2. Click New Reference and Add SMTP Gateway. Find and assign the SMTP gateway you configured previously.

    3. Click New Reference and Add Schedule. Find and assign the run report schedule you configured previously.

  6. Click Rules tab and New Rule.

  7. Enter a name for the rule.

  8. Select If All conditions match.

  9. Click Point type and select Schedule and add a reference to the run schedule you created previously.

  10. In the Then action, click Target and select Report Server and add a reference to the report server you configured previously. Set the Action to Generate Report.

  11. Select the Report you wish to generate from the list of available advanced reports.

  12. Depending on the selected report, enter the values for the parameters

  13. Select the Export File Type for the report. The options are: XLS, CSV, and PDF.

  14. Add a Wait Then Action and configure it to the time that is required for the report to execute.

    Note: Estimate the report execution time. If the wait time is less than the report execution time, then the next step to send the email out will be triggered but the report might not be ready.

  15. Add another Then Action and select SMTP Gateway as the Target.

  16. Select action as Send Email.

  17. Select the email Template. Email Templates can be added from the SMTP Gateway Service as required.

  18. Add the email addresses of the Receipients.