Kyvos Reporting Schedules

A schedule has information related to time and frequency of report execution.  A schedule can be designed to be executed once (now or at a pre-set time) as well as re-occurring in a time span.

A schedule can be associated with one or multiple jobs.

Schedule is created on Schedules page.  Created schedules are listed on Schedule List page.

To open Schedules page, click Add Schedule button from Schedule List page.

Figure 20: Schedules list

Use this page to get a list of schedules.  Also use this page to create, modify or delete a schedule.

This page lists the Schedule Name, Organization/Owner and Frequency.

The Filters area

When the page opens, Filter tab remains collapsed. Click filter button or any of the filters from the filters pane to open the page. The pane also displays current filter settings.

Figure 21: Filter tab of Schedules page

In Schedule Name Contains, specify a few characters that the schedule you are searching contains.  For example, if you specify “2019”, all the schedules whose name contains “2019” will be listed.

The page is designed to list up to 4000 schedules.  By default, it displays first 500 schedules.  In Show, you can select a value among 100, 500, 1000 and 4000.

You can filter the schedules to hide unwanted schedules from the list.

In Select Owner, specify Organization and User’s name who owns the schedule.

By default, a super administrator can list all self-owned schedules and public schedules created by others.

In Private Owned By, select None to not view any private schedules, select Selected User to view selected user’s private schedules, select Selected Org to view private schedules of users belonging to the selected organization (in Select Owner) and All to view private schedules owned by all the users.

In Public Owned By, select None to not view any public schedules, select Selected User to view selected user’s public schedules, select Selected Org to view public schedules of users belonging to the selected organization (in Select Owner) and All to view public schedules owned by all the users.

Filtering the list

Select / specify filter criteria and click Apply button.  Tasks that meet specified filter criteria will be listed.

The Result area

Schedules that meet the filter criteria are listed in Result area.  Use buttons on the pagination toolbar to navigate to list tasks that are on other pages.

The list has Schedule Name, Organization/Owner and Frequency columns.

Operations on selected Schedule

Click anywhere on the schedule row to open and modify the schedule details.  When you click the horizontal ellipsis button  in the schedule row, following menu opens.

Figure 22: Menu options on Schedule List page

On menu, click Add Like option to create a schedule having all or most of the details same as the selected schedule.  When you click this option, Schedule Details page opens having the details filled in like that of the selected schedule.  To add a schedule, change Name and other information.  This way, you not only reduce chances of entry errors, but also save time in adding the schedule.

To modify the selected schedule, click Modify option from the menu.  Details of the selected schedule will be opened on Schedule Details page where you can make changes and save the modified schedule.

To delete the schedule, click Delete option from the menu.

Note: You cannot delete a schedule that is associated with a job.

Click Associated Job List option to view jobs with which this schedule is attached.