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 Report Server.
Schedules’ page displays the schedules that are accessible by the user depending on the user’s permission will be shown in the schedules’ page.
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 reports.
Add schedule from create menu
Createbutton in the menu and select
Scheduleoption to schedule the reports.
Select the required category from
Categorydropdown. After selecting the category, corresponding reports under that selected category will be displayed in the
Select the required report from the dropdown.
Add schedule from context menu of the respective reports
Actionsbutton in the schedules grid context menu and select
Scheduleto schedule the corresponding report.
Once dialog was opened, the category and report values are selected by default,
Categories or Reports can be changed from schedule dialog box itself.
Provide parameter values to schedule and export the reports with this filter.
To modify the parameter values, you should enable the
Set parametersoption in the schedule dialog box.
- Select the recurrence type, recurrence, start and end dates, export formats and the users to which the exported reports has to be emailed in the `Add Schedule’ dialog box.
- Reports can be scheduled hourly, daily, weekly, monthly and yearly
- Reports can be exported in PDF, Word, Excel, HTML, PPT and CSV formats
- Application time zone will be shown below the date picker. Start time of the schedule will be converted to client time zone and shown in the right side for user’s convenience.
You can compress the exporting reports as a zip file by selecting the
Enable File Compressionoption in the schedule dialog box. This is not mandatory and you can uncompress it at any time by simply unchecking that option.
- You can secure the exporting reports with password protection by enabling the
Enable Password Protectionoption in the schedule dialog box. By default, the
Default Passwordoption is selected.
For default password, the password will be generated in the combination of first four characters of username and last four characters of email.
You can customize the password protection rules for exporting reports by choosing the
But, the username or first name is mandatory in the password condition.
For instance, you have a sample user with details below:
Username : Michael
First Name : John
Last Name :
With this sample user, the possible password combination and its unlock password have been explained below.
Password Rule Unlock Password First four characters of Username
Last four characters of First Name
MichJohn First four characters of First Name
First four characters of Last Name
John First four characters of Email
Last four characters of Last Name
Last four characters of Username
Exported reports can be sent to individual users or groups.
When clicking the
Schedule, the report will be scheduled in the selected recurrence.
Read Write Deletepermission for that
Specific Schedulewill be added for the user who created the schedule.
Category, report, name, recurrence type, recurrence, start and end dates, export format and the recipients can be changed in the
Edit Schedule dialog box.
Schedules can be made to run on demand by using this
Run Now option in the schedule grid context menu. Report will be exported in the format specified and sent to the recipients.
Enable or Disable Schedule
Schedules can be disabled at any time which will ignore any next occurrences. When enabled it will get the next occurrence and run accordingly.
Schedules can be deleted from the Report Server when it is no longer required.
Actions button in the schedules grid context menu and select
Delete to delete the schedule.