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YOU ARE CURRENTLY ACCESSING AN OUTDATED VERSION OF THE ZOOLA HELP DOCUMENTATION

Go to https://help.zoola.io for up-to-date documentation, videos, walkthroughs, and case studies.




The Schedule Jobs Page

To create a schedule, complete the following steps:

 

  1. In the Repositorylocate the report you want to schedule.

  2. Right-click the report and select Schedule from the context menu—or if the report already has a schedule, click the Schedule icon  . The Scheduled Jobs page appears.

  3. Click Create Schedule. The Schedule tab of the scheduler appears.

  4. Set a start date, choosing whether to run immediately or on a specific date. If a specific date is selected, click the Calendar icon  to select a start date and time.

  5. Specify the time zone for the schedule. The default time zone is the time zone of the server—the time zone you entered at log-in . If you are in a different time zone, set this field accordingly.

  6. Choose a recurrence setting. If you select Simple or Calendar Recurrence, additional controls appear on the page:  

    • None: run the report once.

    • Simple: schedule the job to recur at a regular interval, specified in minutes, hours, days, or weeks.

    • Calendar: schedule the job to recur on days of the week, days of the month, specific dates, or date ranges.

  7. If the report you are scheduling has input controls that prompt for user input, click the Parameters tab. Saved values, if there are any, appear in a drop-down list at the top of the page. In the Use saved values drop-down, you can set the input controls defined for the report you're scheduling. You can set the input values for the scheduled report, and click Save Current Values to save the input value as a named set of values. Choose a set of saved values, or set the input controls.

  8. Click the Output Options tab and set the output format and location

  9. Click the Notifications tab and set up email notifications

  10.  Click the Save button. The Save As dialog box appears.

  11. In the Scheduled Job Name field, enter a name for the job, for example, Weekly Report. The description is optional.

  12. Click Save to save the schedule. The job appears in the list of saved jobs for this report.

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