InetSoft Reporting Software - Scheduling Custom Reports

InetSoft's interactive reporting software gives users the power to schedule custom reports for mass or segmented audiences, providing a powerful distribution tool. View the example below to learn more about the Style Intelligence solution.

A schedule task defines a batch operation to be performed. It specifies when it should run and what to do when it does run. Tasks can be defined explicitly or on the fly by adding reports to the queue.
When you run a large report, you will see a loading screen.

If you click on 'Add to Queue', the report will run in the background. Go to the Schedule tab to check the status of queued reports.

When the queued report has completed, a copy will be delivered to you based on your preferences. That is, the report will be emailed to you, or saved into your 'My Reports' directory using your preferred file format with an optional email notification.

dashboard demo
View a 2-minute demonstration of InetSoft's easy, agile, and robust BI software.

The following steps are involved in creating a scheduled task.

1. Click the Schedule tab, and click the 'Schedule Report' link to the right of the schedule. This creates a new task with the name 'Task1'.

2. Next, click the 'Edit' button to modify this new task. You must set the desired conditions and actions. We discuss these in the next chapters.

A schedule condition is used to determine when the schedule task executes. There are six types of conditions: Daily, Weekly, Monthly, Run Once, Chained, and User Defined.


This task will execute every N days (1 day, 5 days, etc.) at the specified time. The time is specified in HH:mm [am|pm]. e.g 11:39 pm. You can also select the weekday option which will execute the task at the specified time on weekdays only.


This task will execute every N weeks (1 week, 4 weeks, etc.) at the specified time and days of the week.


This task will execute every Nth day of the specified months (e.g., April 15) or every Nth day-of-the-week of the specified month (e.g., 1st Sunday of May).

Run Once

This task will execute once on a certain day at a specified time. (e.g Nov 25, 2006 at 11:30 am).

Chained Condition

A chained condition is based on the completion status of another schedule task or a schedule cycle. The condition evaluates to 'true' only when the specified task or the cycle completes successfully.

User Defined Condition

In addition to the 'Run Once' and 'Chained' conditions, 'User Defined' conditions can also be used for a schedule task. This is an advanced topic that only applies to administrators and developers. In order to use a 'User Defined' condition, do the following:
• Create a class which implements 'inetsoft.sree.schedule.ScheduleCondition'.
• Place this class on the CLASSPATH
• Select the condition type to be 'User Defined'

Specify its fully qualified class name in the Condition tab of the task definition

Specifying Multiple Conditions

It is possible to specify multiple conditions. Click on the 'Multiple Schedules' button at the bottom right of the editing panel. This will display the schedule condition list to which you can add, delete or edit conditions by clicking on the 'Add', 'Delete' and 'Edit' buttons respectively.

Read the top 10 reasons for selecting InetSoft as your BI partner.