How to Schedule a Report

Use the Schedule Report dialog to schedule reports to run at slow processing times or on a recurring basis as need to maintain compliance in your enterprise.

The New Schedule dialog enables you to assign a unique name and description to the report being run at the schedule time. The unique schedule name and description display on the Report Results table so that a report run from the Reports page does not overwrite the scheduled report. For example, if you define and schedule a Weekly All Violations Report that you download and archive for auditing purposes, someone running the All Violations Report mid-week does not overwrite the information in your scheduled report.

1. Access the Reports page from the navigation menu bar. Go to Intelligence > Reports.

2. Right-click a report name on the My Reports or Reports tabs and select Schedule from the dropdown list to open the New Schedule dialog.

3. Enter a unique name and description for this schedule report.
   This is the name and description that display in the Report Results table and distinguish this scheduled version of the report from the same report executed from the reports tables. Defining a unique name on this page ensures that scheduled reports are not overwritten by mistake.

4. Enter the date and time to launch the first execution of this report. You can enter the date manually, or click the [...] icon to select a date from the calendar.
   — OR —
   Select the Run Now field to run the report immediately after clicking Schedule. For recurring reports, the report runs at the current time at the specified Execution Frequency.

5. Specify how often this report should run with the Execution Frequency dropdown list. Subsequent executions of this report occur at the time specified in the First Execution fields.

6. Click Schedule to save this scheduled report.

7. Navigate to the Scheduled Reports Tab to view a list of all scheduled reports in the IdentityIQ application.