Run a report on a schedule

Create a server task to run a report automatically.

If you want a report to be run without manual intervention, a server task is the best approach. This task creates a server task allowing for automatic, scheduled runs of a given report.

For details about product features, usage, and best practices, click ? or Help.

Open the Server Tasks page and click New Task.
Name the task, describe it, and assign a schedule status, then click Next.
If you want the task to be run automatically, set the Schedule status to Enabled.
From the Actions drop-down list, select Run Report.
Select the report to run and the target language.
Optional and available only for Content Security Reporting: Select Anonymize to mask any sensitive information such as the IP address and User Name.
Optional and available only for Content Security Reporting: From the Sub-Actions drop-down list, select one of these:
- Email File — only the report is sent to the email recipient.
- Export file and key (for anonymized reports) — the report and the key file are saved to the specified location.
- Export to File — only the report is saved to the specified location.
- Send email with file and key (for anonymized reports) — the report and the key file are sent to the email recipient.
The report is saved with the given name and the key file is saved with the report name followed by a numeric value.
For example: if the name of the report is Samplereport, the key file is saved as Samplereport1. You can overwrite an existing report or increment it by selecting from the drop-down list. If you select Increment, the next report generated will be saved as Samplereport2 and the key file will be saved as Samplereport3.
Click Next.
Choose a schedule type (frequency), dates, and time to run the report, then click Next.
The schedule information is used only if you enable Schedule status.
Click Save to save the server task.

The new task now appears in the Server Tasks list.

Note
You can also schedule to run a report on the Queries and Report page.
On the Queries and Reports page, select a report.
Click Schedule.