Scheduled Archive Requests

Back to Qbyte Optix Manage Configurations

1 Introduction
2 Viewing and Editing your Scheduled Reports

Introduction

Once reports have been assigned to a Report Criteria Group, they can be scheduled to run for any time or frequency the user specifies. The scheduling feature in Optix provides users with maximum flexibility to schedule their reports.

Click on the Submit Archive Request button

OR:

Click on the Report Criteria Groups tab
Click on the group you wish to schedule
Click Submit Archive Request

The following screen will appear. Use the drop down boxes or fill in fields to set up scheduling.

Schedule Option	Description

Schedule Option	Description
Submission Type	Select to schedule type for the report group: Schedule the item to run tonight Schedule the item to run immediately Schedule the item to run at a specific date and time
Scheduled Report Name	Assign a name for the output – must be unique
Description	Populates from the Report Criteria Group.
Report Criteria Group	Populates from the Report Criteria Group selected
Output type	Select from the drop down either PDF or Excel for your output format. Note: For PDF, you can merge reports or have separate files and include zip files For Excel, you can have separate files, use the template or not and include zip files
Output Results	Select from the drop down how you want your reports to be merged or separated: Merge all reports into one PDF Merge all reports into one zip file Create a PDF for each report Create a merged PDF and individual PDFs Create a zip file and individual PDFs Create a spreadsheet file for each report (if Output type = Excel) Create a zip file and individual spreadsheets (if Output type = Excel)
Share Report Ouput	Click the checkbox to share the output with other Optix users
Suspend	Click the checkbox to suspend scheduling (and not have to set up scheduling all over) Unclick the checkbox to resume scheduling
Run time	From the drop down, select the time of day to run the report group Note: the report server gets re-booted at 5:00 am nightly (for ASP / Online clients)
Frequency	Select the frequency to run the report group Schedule to run once Schedule for specific days of the week Schedule for a specific day of the month (includes the Last day of the month)

Once your options have been set up, click Submit to schedule the report criteria group. You will receive the following message.

Navigate to the Scheduled Archive Requests tab to see running archives.

Viewing and Editing your Scheduled Reports

Once a report or report criteria group is scheduled, you can monitor the run status of the reports and you can also edit your Scheduling.

Click on the Scheduled Archive Requests tab
- Your report or report criteria group will appear

Enter search criteria to find your report.
- Click on Include Other Users’ Scheduled Reports if you are the Optix Administrator, to see all scheduled reports
- Click on Refresh Results to update your screen.

OR:

From your Home tab,

Click on Manage Configurations
Click on Report Configurations
Click on Manage Scheduled Archive Requests

To edit a specific schedule, click on the Name
Edit Scheduled Archive Request to make changes to the schedule
View List of Reports to see the reports in the group
Resubmit Scheduled Archive Request to re-run the reports
Delete Scheduled Report to remove the scheduled report

If you select Edit Scheduled Archive Request, the scheduler will open and you can make changes:

Click on the Archive Request Monitor tab to see the status of any scheduling jobs that are running.