In the Sigma application, end-users (Report Consumers) can schedule reports in the following frequencies:
- Minute
- Hourly
- Daily
- Weekly Once
- Monthly
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Perform the following steps in Sigma application to schedule reports:
- Choose a report from the available Reports on the left-hand side of the page.
- Click the Schedule tab.
- Click the plus icon to create a new schedule for the selected report.
- Enter the schedule name in the Scheduler Name field.
Click the Calendar ( ) icon in the Starts on field and select a start date.
Note You can also specify the time by clicking the clock ( ) icon.
From the Frequency drop-down list, select the frequency of which the report needs to be scheduled. In this example, Daily is selected as the schedule frequency.
Note The other following frequencies are also available for scheduling reports:
- If you select Minute as the frequency type, a field appears where you can specify exact intervals of minute(s) after which the report should get scheduled. You can even specify the hour and minute intervals respectively for the selected day using the Day Starts From and Day Ends At fields.
- If you select Hourly as the frequency type, a field appears where you can specify exact intervals of hour(s) after which the report should get scheduled. You can even specify the hour and minute intervals respectively for the selected day using the Day Starts From and Day Ends At fields.
- If you select Weekly Once as the frequency type, a drop-down appears where you can select the day on which the report should get scheduled.
- If you select Monthly as the frequency type, a drop-down appears where you can select first and last of the month on which the report should get scheduled. You can even select the specific days in a month using the Specific Days of Month option. It is essential that there should be a one month gap between the dates provided in the Starts On and the Ends On fields with regard to any frequency type for the Monthly scheduled reports.
- In the Monthly Frequency Type, you can schedule reports once in a fortnight or two weeks using the Specific Days of Month option. You can even select multiple days in the Run on Dates drop-down list and the reports will get scheduled on the selected dates.
- If you select Minute as the frequency type, a field appears where you can specify exact intervals of minute(s) after which the report should get scheduled. You can even specify the hour and minute intervals respectively for the selected day using the Day Starts From and Day Ends At fields.
- If you want the report to be generated for a specific number of times daily, click Repeat and enter the required number. Alternatively, you can increase or decrease the number using the up or down icons respectively.
- Click the Ends On field and then proceed to click the Calendar ( ) icon to select an end date.
- For every schedule that gets failed, you can specify the duration of the the selected report schedule that needs to be repeated in the On failure retry field, with the duration set to be specified in seconds, minutes or hours, while the number of times for the report to get rescheduled for the selected duration can be specified in the for field.
- To schedule the report, click ScheduleReport.
A confirmation message, indicating a successful scheduling of the report, appears. - Click Ok.
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You can even create multiple schedules for the same report. The created schedules will get listed under the Schedule tab. |
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At the scheduled frequency, the reports will get generated and would be available for download on the Generated Reports tab. Also, according to the configuration set for the scheduled report, the notifications are sent to the respective channels. |
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