Manage Schedules

This section explains on how to add, edit, delete schedules and also on how to run the schedules on demand and enable or disable schedules in the Syncfusion Dashboard Server.

Schedules’ page displays the schedules that are accessible by the user depending on the user’s permission.

Add Schedules

Schedules can be created only if the user has Create All Schedules permission. Schedules can be created in two ways,

1.Add schedule from create menu.

2.Add schedule from context menu of the respective dashboards.

Add schedule from create menu

• Click on Create button in the menu and select Schedule option to schedule the dashboards.

  

• Select the required category from Category dropdown. After selecting the category, corresponding dashboards under that selected category will be displayed in the Dashboard dropdown,

  

• Select the required dashboard from the dropdown.

  

Add schedule from context menu of the respective dashboards

• Click on Actions button in the schedules grid context menu and select Create Schedule to schedule the corresponding dashboard.

  

• Once dialog was opened, the category and dashboard values are selected by default,

  

NOTE

Categories or Dashboards can be changed from schedule dialog box itself.

• After adding schedule details, click on the Next button in schedule dialog.

• Select the recurrence type, recurrence, start and end dates, export formats and the users to which the exported dashboards have to be emailed in the Add Schedule dialog box.
  • Dashboards can be scheduled hourly, daily, weekly, monthly and yearly
  • Please refer the link to know more about the export formats of dashboard.
  • Application Time Zone is displayed below the date picker. Start time of the schedule is converted to client Time Zone and shown in the right side for the user’s convenience
  • Exported dashboards can be sent to individual users or groups or to external recipients along with the link the dashboard in the dashboard server through emails.

  
  

• When clicking on Schedule, the dashboard is scheduled in the selected recurrence.

NOTE

Read Write Delete permission for that Specific Schedule is added to the users by the person who created the schedule.

Edit Schedules

Category, dashboard, name, recurrence type, recurrence, start and end dates, export format and the recipients can be changed in the Edit Schedule dialog box.

Run Now

Schedules can be made to run on demand by using Run Now option in the schedule grid context menu. Dashboard get exported in the format specified and sent to the recipients along with the link the dashboard in the dashboard server through emails.

Enable or Disable Schedule

Schedules can be disabled at any time, which ignores any next occurrences. When enabled, it finds the next occurrence and run accordingly.

Export Format

Dashboards can be exported as Image, PDF and excel.

phantomjs.exe is a third party utility, which is mandatory to export the Dashboards as Image or PDF format, which can be found in the following location
“{windows_drive}\Syncfusion\Dashboard Server\DashboardServer.Web\API”.

If it does not found in the below location the export options for Image and PDF will be disabled, only the Excel option will be enabled in the dialog box.
“{windows_drive}\Syncfusion\Dashboard Server\DashboardServer.Web\API”

If it is found in the below location, the dashboard can be exported in Image and PDF. The dashboards can be exported as Excel irrespective of the phantomjs.exe.
“{windows_drive}\Syncfusion\Dashboard Server\DashboardServer.Web\API”

For local and Virtual Machines, the phantomjs.exe can be downloaded from here For Azure app services, the phantomjs.exe can be downloaded from here.

Delete Schedules

Schedules can be deleted from the dashboard server when it is no longer required.

Click the Actions button in the schedules grid context menu and select Delete to delete the schedule.