How to configure and modify report schedules

Important

This version of Operations Manager has reached the end of support. We recommend you to upgrade to Operations Manager 2022.

Operations Manager Reporting server component provides report-specific schedules to help you control the processing and distribution of reports. Once you've configured a schedule for a report, it can be managed from the Reporting workspace under the Scheduled Reports node in the Operations console.

To create a report schedule

Use the following procedure to create a schedule from a saved report. Report schedules can be created after the report opens or when saved as a Favorite report. The following steps will show you how to create a schedule from a saved report, however; the same steps for configuring the schedule can be performed from an open report by selecting File, Schedule.. from the main menu.

For more information on how to run and save a report, see How to Run, Save, and Export a Report.

  1. Sign in to the computer with an account that is a member of the Operations Manager Report Operators role.

  2. In the Operations console, select Reporting.

  3. In the Reporting workspace, select Favorite Reports.

  4. In the Favorite Reports pane, right-click the Availability report you saved as a favorite, and select Schedule.

  5. In the Subscribe to a Report Wizard, on the Delivery Settings page, do the following:

    1. Enter a description in the Description text box.

    2. Select the down arrow in the Delivery method list, and select Report Server File Share.

    3. Enter a file name for the report in the File name text box.

    4. Enter a file path for the report in the Path text box. Report scheduling supports Universal Naming Convention (UNC) file names and must not end in a backslash.

    5. Select the down arrow in the Render Format list, and select the file format you want for the report.

    6. Enter a user name in the User name text box, and enter a password in the Password text box.

      Note

      The credentials must have Write user rights on the file share.

    7. Select the down arrow in the Write mode list, select the Write mode you want for subsequent files, and select Next.

  6. In the Subscribe to a Report Wizard, on the Subscription Schedule page, do the following:

    1. Select one of the Generate the report options.

    2. Enter a start date and start time for the reports to be generated in the The Subscription is effective beginning list. You can also enter the date when this subscription will end in the The subscription expires on list, and select Next.

  7. In the Subscribe to a Report Wizard, on the Parameters page, specify a span of time for the report in the From and To lists.

  8. Make any other changes you need for this report, and select Finish.

How to Email scheduled reports

The report server e-mail delivery extension isn't configured by default. You must use the Reporting Services Configuration Manager to minimally configure the extension. For more information on how to configure SQL Server Reporting Services for e-mail delivery, see Configure a Report Server for E-Mail Delivery (SSRS Configuration Manager).

Configure email settings in the SQL Server Report Server

  1. Verify that the Report Server Windows service has Send As permissions on the SMTP server.

  2. Start the Reporting Services Configuration Manager and connect to the report server instance.

  3. On the Email Settings page, enter the name of the SMTP server. This value can be an IP address, a UNC name of a computer on your corporate intranet, or a fully qualified domain name.

  4. In Sender Address, enter the name of an account that has permission to send e-mail from the SMTP server.

  5. Select Apply and select Exit.

E-mail scheduled reports

  1. Sign in to the computer with an account that is a member of the Operations Manager Report Operators role.

  2. In the Operations console, select Reporting.

  3. In the Reporting workspace, select Favorite Reports.

  4. In the Favorite Reports pane, right-click a report you saved as a favorite, and select Schedule.

  5. In the Subscribe to a Report Wizard, on the Delivery Settings page, do the following:

    1. Enter a description in the Description text box.

    2. Select the down arrow in the Delivery method list, and select Report Server E-Mail.

    3. Enter an email address of the destination inbox to receive reports in the To text box. You can also enter email addresses in the Cc, Bcc, and the Reply To text boxes.

    4. Select the down arrow in the Render Format list, and select the file format you want for the report.

    5. Select the down arrow in the Priority list, and then select the appropriate priority.

    6. Enter a subject for the email in the Subject text box.

    7. Select Next.

  6. On the Subscription Schedule page, do the following:

    1. Select one of the Generate the report options.

    2. Enter a start date and start time for the reports to be generated in The Subscription is effective beginning list. You can also enter the date when this subscription will end in The subscription expires on list, and select Next.

  7. On the Parameters page, specify a span of time for the report in the From and To lists, make any other changes you need for this report, and select Finish.

Edit a scheduled report

Use the following procedure to edit settings for scheduled reports from the Reporting pane in Operations Manager.

  1. Sign in to the computer with an account that is a member of the Operations Manager Report Operators role.

  2. In the Operations console, select Reporting.

  3. In the Reporting workspace, select Scheduled Reports.

  4. In the Scheduled Reports pane, right-click the scheduled report you want to edit, and select Edit Schedule.

  5. In the Subscribe to a Report Wizard, on the Delivery Settings page, if you select the Windows File Share as a Delivery method, you must enter the password in the Password text box before you can make any other changes.

  6. Enter any other changes you need on the Delivery Settings page, and select Next.

  7. Enter any changes you need to make on the Subscription Schedule page, and select Next.

  8. Enter any changes you need to make on the Report Parameters page, and select Finish.

Cancel a scheduled report

Use the following procedure to cancel scheduled reports.

  1. Sign in to the computer with an account that's a member of the Operations Manager Report Operators role.

  2. In the Operations console, select Reporting.

  3. In the Reporting workspace, select Scheduled Reports.

  4. In the Scheduled Reports pane, right-click the scheduled report you want to cancel, and select Cancel Schedule.

  5. In the System Center Operations Manager dialog, select OK to confirm the deletion of your schedule or select No to keep your schedule.

Schedule the delivery of a report to the SQL Report Server Cache

You can create a schedule for sending reports to the cache in the SQL Server Report Server and thereby shorten the time required to retrieve a report if the report is large or accessed frequently. For more information about report caching, see Caching Reports (SSR).

The example in this procedure uses an availability report that you've already created and saved as a favorite.

  1. Sign in to the computer with an account that's a member of the Operations Manager Report Operators role.

  2. In the Operations console, select Reporting.

  3. In the Reporting workspace, select Favorite Reports.

  4. In the Favorite Reports pane, right-click the availability report you saved as a favorite, and select Schedule.

  5. In the Subscribe to a Report Wizard, on the Delivery Settings page, do the following:

    1. Enter a description in the Description text box.

    2. Select the down arrow in the Delivery method list, and select Null Delivery Provider.

    3. Select Next.

  6. On the Subscription Schedule page, do the following:

    1. Select one of the Generate the report options.

    2. Enter a start date and start time for the reports to be generated in The Subscription is effective beginning list. You can also enter the date when this subscription will end in The subscription will end list, and select Next.

  7. On the Parameters page, specify a span of time for the report in the From and To lists, make any other changes you need for this report, and select Finish.

Next steps

  • How to Run, Save, and Export a Report walks you through how to preview your reports, save them with specific report parameters to minimize repeated entry of information or to simplify the experience for your report users, and how to export the report to different file formats.