Configuring the Report Scheduler

Configuring the report scheduler is an easy task when using InetSoft's reporting software, a powerful and flexible business intelligence platform that provides real-time visual analysis. View the information below to learn more about the Style Intelligence solution.

The 'Scheduler' is an application which facilitates scheduled batch report generation. An administrator or any end user (with scheduler permissions) can access this tool via the Enterprise Manager and/or the Report Portal. You can create one or more scheduled 'tasks' for which you specify a time condition, reports to be generated, delivery mechanism (email, print, save to disk, archive, etc.), and format (PDF, Excel, etc.) of the generated output.

The 'Scheduler' is a stand-alone application. It runs independently of the report application server (Tomcat, WebLogic, WebSphere, etc.) as a separate process. Therefore, even if the report server goes down, the Scheduler continues to run. The Scheduler runs as an RMI server and can also be accessed programmatically.
The 'Scheduler' can be configured using the Enterprise Manager. Click the Server tab and select the 'Server' > 'Scheduler' > 'General' page on the navigation tree.

The 'Server' > 'Scheduler' > 'User Actions' page allows you to create your own Scheduler Action, which will be available when the 'User Defined' option is selected from the Scheduler's Action tab (in Enterprise Manager or the User Portal).

The 'Server' > 'Scheduler' > 'User Conditions' page allows you to create your own Scheduler Condition, which will be available when the 'User Defined' option is selected from the Scheduler's Condition tab (in Enterprise Manager or the User Portal).

What Actions Can Be Executed from InetSoft's Report Scheduler?

InetSoft's Report Scheduler is a feature-rich tool designed to automate various reporting-related tasks, allowing organizations to schedule and manage report generation, distribution, and other actions. While the specific capabilities may vary based on the version and configuration of the software, here are common actions that can typically be executed from InetSoft's Report Scheduler:

1. Report Generation: The primary function of the Report Scheduler is to automatically generate reports based on predefined schedules. Users can configure the scheduler to execute specific reports at regular intervals (e.g., daily, weekly, monthly) or on specific dates and times.

2. Email Delivery: InetSoft's Report Scheduler enables automated email delivery of generated reports to predefined recipients. Users can specify email addresses, distribution lists, or user groups to receive the reports as attachments or embedded content within the email body.

3. File Export: Reports generated by the scheduler can be automatically exported to various file formats such as PDF, Excel, CSV, HTML, or XML. This allows organizations to archive, share, or further process report data in external systems or applications.

4. FTP/SFTP Upload: In addition to email delivery, the scheduler supports automated upload of report files to remote FTP (File Transfer Protocol) or SFTP (SSH File Transfer Protocol) servers. This feature is useful for organizations that need to transfer reports to designated servers or external repositories for storage or further processing.

5. File Server Integration: InetSoft's Report Scheduler offers integration with file servers or network shares, allowing reports to be automatically saved to specified directories or folders within the organization's file system.

6. Database Insertion: The scheduler supports automated insertion of report data into relational databases or data warehouses. This feature enables organizations to populate database tables with the latest report data for further analysis, integration, or reporting purposes.

7. Triggering External Processes: InetSoft's Report Scheduler has the ability to trigger external processes or workflows based on report execution events. For example, organizations can integrate the scheduler with other systems or applications to initiate specific actions or notifications upon successful completion or failure of report generation tasks.

8. Parameterized Execution: The scheduler supports parameterized execution, allowing users to define dynamic parameters or variables for report generation. This feature enables customized report generation based on user input or external data sources.

9. Error Handling and Notifications: The scheduler provides error handling mechanisms to handle exceptions or failures during report execution. Users can configure notification settings to receive alerts or notifications via email or other channels in case of errors or issues encountered during scheduling or report generation.

10. Audit and Logging: InetSoft's Report Scheduler logs detailed information about scheduled tasks, including execution history, status updates, and error messages. Audit logs provide administrators with visibility into scheduled activities and help troubleshoot issues or monitor system performance.