To Schedule a Discoverer Plus Workbook
Note: By default, the Scheduling Manager in Discoverer is turned off. Send an
email to the ODS Administrator at odsadmin@virginia.edu to have it turned on
for you. There will be some restrictions on the use of the Scheduling Manager;
these will be communicated to you by email.
From the menu bar, select:
Tools
Manage Schedules
Click Schedule
Select the desired report
to schedule:
Click Select
The schedule wizard will be launched to lead your
through the scheduling process.
1. All scheduled workbooks
must have a unique name. If
you don’t change it here,
Discoverer will prompt you
when you leave this screen and
make the name unique for you.
2. All worksheets are
selected by default.
Click the checked box to
de-select worksheets you
do not wish to schedule.
3. Click
Next.
Note: If you didn’t uniquely name the scheduled report,
on the prior screen, Discoverer will raise a scheduling
error and ask you want you want to do. Adjust as
desired and then click OK.
Enter the desired parameters for the worksheet(s) you
scheduled. Note: you will be prompted to enter
parameters for each worksheet you selected in the
previous step.
Click Next.
Repeat this step for each of the worksheets that you scheduled.
You can choose to schedule your workbook to run immediately or on a specified date and
time. The default is the next day at 12:01 AM. If you want to schedule the report to run
on a specific date /time, use the calendar wizard icon to select month, day, year.
Click on the hour, minute or AM section(s) to type in the desired values.
You can choose to just run it once (default), or schedule it to run every day, week,
month, year, etc.
If you choose to repeat the scheduled report, you can choose how many copies you
want to keep (in case you want to do comparisons of the data, etc).
You can also choose how long you wish to keep the results stored in the database.
(Note: the ODS Administrator ultimately sets the max number of days data can be
retained.)
Adjust entries as needed and click Finish.
The Scheduled workbook from is returned showing your
report with a status of Scheduled” or “Pending”.
Note: the icon of a clock over a workbook is used denote
scheduled workbooks
You may click Schedule to
continue scheduling other
workbooks, or Close to exit
Scheduling Manager.
Your workbook has successfully been scheduled.
NOTE: A scheduled report is a copy of the report that runs on the server. You do not
need to leave your computer “on” or even be logged onto Discoverer Plus once the report
has been scheduled. The results of a scheduled report are saved in the database and
available to you when completed freeing you to do other things rather than waiting for
the report to run.
Opening Scheduled Workbook Results.
When you want to retrieve the results of your scheduled report(s), you can either open the
scheduled workbook from the select the following from the menu bar in one of two ways:
Method 1: from the Menu bar: File, Open
Scheduled workbooks will appear in the Open Workbook from Database option with a
Clock overlaying the workbook icon and can be opened directly from this menu.
Method 2: from the Menu bar: Tools, Manage Schedules
Check the status of your scheduled report.
It is ready to be viewed if the status is
“Complete”.
Click on the (+) key next to the report
to expose the “Results”
Highlight and click Open
Click Yes
Your results are immediately displayed and you may print as desired.
When you no longer need report results, return to the Scheduling Manager and
delete them.
Once the report results have been deleted and no longer show in the Scheduling Manager
Window.