Understanding scheduled reports
A scheduled report is a report that is sent out by email at specified times. You can specify what is included; who should get the report; and how often it will be sent.
Scheduled reports are static, which means they do not change even if the underlying data changes. A PDF attachment is sent to email recipients specified in the scheduled report, and the content inside the PDF is a snapshot of data from your dashboard and data source. Using the Apex web interface, you can also find the data dynamically, but having Apex do so automatically is a convenient way to get information without having to search for it. It simply arrives in your email inbox.
The scheduled report contains data for the time frame you selected, relative to the time you set the scheduled report to execute. So when creating a scheduled report, you must specify the report schedule intervals, which are the times the report executes and a PDF is prepared. For most of these schedule intervals, there are Execution Frequency and Execution Period lists that must be configured to your liking.
For example, if you schedule the report to execute every one hour (Execution Frequency is 1 Hour) for the last one hour (Execution Period is Last 1 Hour) from 13:00 to 15:00, it will execute at 13:00 against trending data from the time period 12:00-13:00; at 14:00 for the period 13:00-14:00; and at 15:00 for the period 14:00-15:00. The scheduled report itself will typically be sent to email recipients about 10-20 minutes after each execution, to allow time for the data to be transferred—the wait is usually Data transfer period (minutes) plus Data transfer delay (minutes)—but the data it runs against is from your specified times, always.
Figure 38: Execution times from our example
Screenshot for scheduled reports intervalsScreenshot for scheduled reports intervals
Optionally, a filter can be applied to any scheduled report. The filter on your scheduled report is in addition to other applicable filters like business group filters, dashboard filters, and widget filters. The scheduled report filter takes effect after all other filters, so it is equivalent to using the “ad hoc” filter that looks like a search box when viewing dashboards normally.
If the business group, probe instance, or dashboard selected in your scheduled report is deleted, the scheduled report is also deleted. For example, if you delete a business group from which three scheduled reports are using, all three scheduled reports will be deleted. These deletion events appear in the event log, but no explicit notifications of deletions are sent to the email recipients.