Scheduling Report Delivery

Before Starting

Note that you need to have Reports Self Service permissions in order to schedule report deliveries.

If you would like to generate and send a report at a regular interval, you can set up an automatic delivery schedule.
The report, in CSV format, can be sent to an email or server address.

To learn how to create a report, see Creating a New Report.


Begin by clicking the Reports Reports_icon_3.jpg icon at the top of the page.
Click_report_icon.jpg

1.

Locate the report that you want to schedule.

2.

Use either of the following methods to access the scheduling options:

A B
In the report's row, hover over the Enabled schedules column and then click the pencil icon.

Click_the_pencil_icon.jpg

The Schedule Report dialog is displayed:

Schedule_Report_options.jpg

3.

In Send report via, configure the method by which you want to send the report to your company:

Email

▶ Sends the report to email recipients

Enter one or more email addresses, separated by a comma.

Email_config.jpg

SFTP (username, password)
Sends the report to an SFTP server using a username and password

Note:

You will need to set up this delivery method with your IT Manager or SundaySky Project Manager before continuing.

1.

Enter the server path using the following format:
sftp://<server name>:<port>/<folder name>

2.

Enter the server username.

3.

Enter the server password.

4.

Click Test Connection to verify that the connection succeeded.

If the connection is successful, the following message is displayed:
Connection_tested_and_confirmed.jpg

If the connection fails, the following message is displayed:
Connection_failed.jpg

SFTP_username_password.jpg
SFTP (SSH Key)
Sends the report to an SFTP server using a public and private key

Note:

The set-up for this method includes the following steps:
a.

Request the public key from your SundaySky Project Manager.

b.

Provide the public key to your IT Manager in order to create a username for SundaySky on your server.

c.

Use this username when accessing the SFTP server (step 2 below).

1.

Enter the server path using the following format:
sftp://<server name>:<port>/<folder name>

2.

Enter the server username.

3.

Click Test Connection to verify that the connection succeeded.

If the connection is successful, the following message is displayed:
Connection_tested_and_confirmed.jpg

If the connection fails, the following message is displayed:
Connection_failed.jpg

SFTP_SSH_key.jpg
Amazon S3 (SundaySky)
▶ Sends the report to SundaySky's Amazon Storage Service

Note:

You will need to set up this delivery method with your IT Manager or SundaySky Project Manager before continuing.

Enter the S3 bucket folder path using the following format: s3://<full folder path>

Amazon_s3.jpg

4.

In Run report, open the drop-down list and select how often you want to receive the report: daily, weekly, or monthly.
▶ At daily frequency, the report is sent every day, by the end of day.
▶ At weekly frequency, the report is sent every Monday, by the end of day.
▶ At monthly frequency, the report is sent on the first day of the month, by the end of day.

5.

In Calculate data through the end of the previous day starting from, define the report range. Select either of the following options:
▶ Previous [day, week, month], depending on what you selected in the previous step (Run report). With this option, the data generated will be since the last scheduled report was sent to you.
Specific date. With this option, data from a specific date will be included in all subsequent reports (accumulative).

Date_range.jpg

6.

(Optional) Click Advanced settings to configure the following optional settings:

Include sessions from File name
Select the type of session that you want to report on: production, test, or both.
▶ By default, Production is selected.

Include_sessions_from.jpg
7.

In Schedule Status, change the status from Disabled to Enabled if you want to begin generating reports.
▶ Alternatively, the report delivery can be enabled at a later time.

8.

(Optional) Click + SCHEDULE to define another schedule for this report.

9.

Click Apply.

Click_apply.jpg

10.

Click Save on the column selection page.

Save_report.png

11.

Click the X in the upper left corner to close the page.

Click_x.png

The schedule is added to the report.

Schedule_is_added.jpg

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