Managing Scheduled Reports

Security Requirements and Controls

Scheduled reports can be managed from the Scheduled reports page. To access:

  1. Navigate to the Automation tab of your repository or view

  2. Select Scheduled reports from the left navigation menu. If the option is grayed out, ensure to have the Create Scheduled Reports permission. For more information, see Scheduled Reports Security.

The Scheduled reports page allows you to:

  • Review the list of all reports created in the repository or view

  • Use the quick filters on top to search the list by:

    • Source dashboard

    • Label

    • Status

    • Created/edited by

    • Search... box that filters the list by report name

  • Create a new scheduled report using the +New Scheduled Report button

  • Manage reports: pause, resume or delete reports

  • Edit reports.

The reports' list show the following attributes:

  • Status — status of the last report job, one of:

    • Pending report is scheduled to start in the future.

    • OK no detected problems

    • Warning warnings detected, open the side panel to inspect

    • Error errors detected, open the side panel to inspect

    • Disabled disabled status is displayed in two scenarios:

      • the report has been disabled by the user, or the scheduled end time is in the past

      • the report encountered a configuration error (for example, the source dashboard was deleted)

  • Name — name of the scheduled report

  • Dashboard — source dashboard used for the report

  • Last report attempt — last time the report was triggered

  • Next report scheduled — date and time when the next report is scheduled to run

  • Created by— user who created or edited the report

  • Labels — list of the labels assigned to the report

  • Three-dot menu ⋮ to pause, resume, or delete the report.

    Three-dot menu ⋮ to pause, resume, delete, or share access to the report.

Permissions for scheduled reports

Security Requirements and Controls

Sometimes you might want to collaborate with another user on a scheduled report, but that user does not have permissions to scheduled reports in the view. If you have permissions to do so, you can grant permissions to that user to edit and delete a particular scheduled report in a view. For more information about asset permissions, see Asset permissions.

If you do not have Change user access permission on the repository, you will see a list of users only (no groups) that already have at least Read permissions on the repository. You can select from these users and give them more permissions (up to the same permissions you have).

To grant access to edit or delete a scheduled report to another user or group:

Show:

The creator of an asset and regular users can share the same permissions that they have to the asset with users who already have read access to the view. You cannot share access with users who do not have read access to the view. You cannot share access with groups at all.

  1. Click ⋮ next to the scheduled report you want to share and select Asset sharing.

  2. In the Users and groups with access window you see users who currently have access to the scheduled report and what access they have.

  3. Click Share scheduled report.

  4. Click to select the user to get additional permissions. Note that you can only see users who already have read permission to the view. Click Next.

  5. Select the appropriate permissions to assign. Click Grant permissions.