Scheduling a report

Before you begin

To create a subscription for yourself, you must have the Administer Subscriptions privilege. A system administrator can also subscribe users to reports. System administrators also create the subscription schedules that you can choose from, such as First of Month, At Close of Business, and so on. See Subscribe to Reports and Documents for information on the system administrator task.

Steps to schedule a report

Scheduling a report, or subscribing to a report, automatically delivers a report to one of the following, on a regular schedule:

• The History List, which is a folder where report and document results can be stored. When a scheduled report runs, a message appears in your History folder. Double-clicking the message retrieves the report or, if the report failed, the error message.

• To the report cache, which is the stored result set from an executed report, or the definition and data of a previously run report. Using report caches improves the query response time when the report is run again. For general information on report caches, see Caching a report. This type of subscription is available only if you have the Administer Caches privilege.

• A mobile device such as an iPhone, using MicroStrategy Mobile. This type of subscription is available only if you own the MicroStrategy Mobile product. For general information about MicroStrategy Mobile, see the MicroStrategy Mobile Administration Help.

Scheduling and subscribing to reports for email, folder, or printer delivery

If you own the MicroStrategy Distribution Services product, you can use MicroStrategy Web to schedule a report to be automatically delivered to:

• Your History List

• A folder on your network

• A printer on your network

• An email account

• Mobile devices using MicroStrategy Mobile (you must own MicroStrategy Mobile to see this option)

You can schedule deliveries on a regular schedule or when a specific event (also referred to as an alert) occurs. Scheduling lets you view the reports when you need them.

For instructions to subscribe to a report using MicroStrategy Distribution Services, see the MicroStrategy Web Help. For more information about Distribution Services, see Configuring and Administering Distribution Services.

To schedule a report

1. To subscribe to a report, do either of the following:

   • Execute the report

   • Select the report in MicroStrategy Developer

2. From the Filemenu, point to Schedule Delivery To, and select the type of subscription to create:

   • To schedule a History List message, select History List. The History List Subscription Editor opens.

   • To schedule a cache update, select Update Cache. The Cache Update Subscription Editor opens.

     The Update Cache option is available only if you have the Administer Caches privilege.

   • To schedule a Mobile delivery, select Mobile. The Mobile Subscription Editor opens.

     The Mobile option is available only if you own the MicroStrategy Mobile product.

3. In the Name field, type a name for the subscription. The default name is the name of the report and the time that the subscription is created.

4. From the Schedule drop-down list, select a schedule to control how often the subscription occurs.

5. To execute the report immediately after the subscription is saved, select the Run subscription immediately check box.

6. If you are creating a History List subscription, you can specify that newer versions of the report overwrite any previous versions of the report in your History List, by selecting the The new scheduled report will overwrite older versions of itself check box.

7. By default, a subscription continues to run until it is deleted. To end the subscription on a specific date:

   1. Select the Expire subscription on check box.

   2. Use the drop-down calendar to select the date that you want the subscription to end.

8. You can specify that you are emailed when the subscription executes and the History List is updated:

   1. Select the Send notification to email address check box.

   2. Select an email address from the drop-down list.

9. Click OK to save and close the Subscription Editor. The subscription is created and the report is delivered, according to the schedule.

Related Topics

• Scheduling a document

• Configuring and Administering Distribution Services