AIV - Help Documentation

Schedule Merge Reports in AIVHUB application in a recurring pattern

In order to schedule the merge report in a recurring pattern during a hour, day, week, month or year following steps should be followed:-

We will be using Merge.merge in the report section for the purpose of understanding.
Right click the report and select which will open the following dialog box:-

Select the reports that you want to merge and go to schedule tab as follows:-

Go to the schedule tab as shown in the figure above. By default, Schedule Type will be Time else select schedule type time from the drop down menu.
Choose Recurring in the Frequency.
Mention the Start time and End Time by setting the time as shown in the figure depicted above.
You can provide an optional description for your reference in the Description textbox
Now, you have to mention recurrence pattern which can be daily, weekly, monthly, yearly or advance.
In Daily, you can mention the report to recur after specify number of days or to schedule every weekday at specified scheduled time.

You can specify report to run weekly on specified day/days as follows:-

Here we have mentioned that the report will run on every Thursday and Saturday at the scheduled time.

In the above figure, we have mentioned that the report will run every first day each month at a scheduled time till the end time, or you can mention like First Monday of every month as mentioned above.
You can also specify report to run every year, as mentioned below, here the report will run every year on January 1 at the scheduled time or you can select like First Monday of every February at the scheduled time till the end time.

You can also specify a recurrence pattern in order to schedule reports as follows:

To understand in detail about expressions of this type click on which will guide you in detail about how to use these expressions.
You can also specify how many times the report should re-execute in case of failure and the interval from the drop down menu shown in the figure. For instance, in our case the report will be executed twice in case of failure within duration of 5 minutes.
Click on Share in case you want to share the report with other users/user roles

Here the Visibility is kept Internal for this example.
If you want you report to be approved before sending to other users, then check Approval Require.
Send Reminder specifies how many reminder should be sent.
After days specifies after how many days should the Reminder be sent again.
Approved by specifies the user name, which is Admin in our case.
In order to specify the output, go to the output tab as follows:-

Enter the name by which you want to schedule the report in the Name text area, also provide optional suffix if required.
Select the format in which you want to generate the output from the dropdown menu. We have selected pdf for our example.
You can also specify event on success/failure of the report which will trigger an event and execute all the waiting for event reports. We will discuss about this in detail in the event scheduling.
You can also specify the delivery path on your computer where the reports will be downloaded/ send email to other users as follows.

Select the users and the roles from the drop-down menu.
Enter your email address/addresses to which you want to send the report via email.
Select a template from the dropdown, we have selected the Default template for our example.
Click on or icon in order to schedule the report.
In case of any further help, the user can click on the icon to access the AIVHUB help documents.
If the user is not satisfied and wants to cancel the schedule request, he can do this by clicking on the cancel button next to merge icon or by clicking on button next to the icon.

The merge report is scheduled and the user can see the schedule request in the Request section of AIV application. This section displays all the reports that have completed, running, waiting for event or scheduled. In case of report failure, error is also displayed on this page.