Scheduling a Report Package - PAS Integrity Software Suite - 7.3 - Help - Intergraph

Integrity User Guide

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PAS Integrity Software Suite
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PAS Version
7.3

You can schedule a report package to run and the generated report files to then be emailed to a distribution list. Integrity provides flexible scheduling options that allow you to run and email a report package after an import of data, or on an hourly, daily, or weekly schedule.

When you schedule a report, remember that the time you specify is the time on the Integrity server providing the Integrity web interface. For example, your Integrity server is in Houston, Texas (US Central Time) and you are in New York, New York (US Eastern Time), if you want to run a report weekly at 9:00am on Monday, you need to schedule the report for 8:00am, which is the time of the Integrity server when it is 9:00am in your time zone. If you want to schedule the report for several recipients in different time zones, you may need to schedule the report individually based on the time zone of each recipient.

To schedule a report package:

  1. Click Reports > Schedule Reports in the left navigation bar.

  2. In Asset, select the asset for the report package you want to schedule.

  3. Click New. All fields on the New Schedule window are required.

  4. If you want to create a schedule that you do not want to start running, change the Enabled toggle to no.

  5. In Schedule Name, type a name for the schedule.

  6. In Recipient(s), type the email addresses for the people you want to receive the generated report files each time the report package schedule occurs. If you specify multiple email addresses, separate each email address with a comma. Integrity sends an email with the report package files to all the recipients you specify.

  7. In Message, type the text you want to include as the subject of the email.

  8. If you want to run the report package when data is imported for the associated asset, in Run On, click Import. If you also want to run the report package on a scheduled basis, you need to create another report schedule.

  9. If you want to run the report package on a regular schedule, complete the following steps:

    1. In Run On, click Schedule.

    2. In Time, select the time (Integrity server time) to run and send the report package.

    3. In Interval, select how often you want to run and send the report package.

    • Hourly - Select an integer from 1 to 23. For example, if you select 1, Integrity emails the report package on an hourly basis.

    • Daily - Select an integer from 1 to 100. For example, if you select 2, Integrity emails the report package every other day.

    • Weekly - Select an integer from 1 to 100, and then select the days of the week on which to email the report package. For example, if you select 4 and Monday, Integrity emails the report package on Monday every four weeks.

  10. In Report Package, select the report package to run and email.

  11. At the top of the right pane, click Save.

  12. If you want to create another report schedule based on this schedule, click Save Copy, type a new schedule name, and then click OK.