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Advanced Reports are only available in the CSM ISM Service Management edition. This feature is not available in the CSM ISM Service Desk edition. |
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Using the Schedule Report option, you can create a job to run reports repeatedly and unattended at any time. You can schedule reports in any of the following ways:
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Follow these steps:
- Log in to CSM Intelligent Service Management and navigate to REPORTS> SERVICE DESK> Advanced Reporting> Home.
Advanced Reporting page opens with the list of available Ad Hoc views, Reports, and Dashboards. - Select the report for which you want to schedule a job. Click the
icon and click Schedule Report.
The report scheduler opens in a new tab with the list of available jobs for that report. - Click Create Schedule.
- To set schedule start time, recurrence, and end time, click the Schedule tab.
- To predefine required parameters for the report, click the Parameters tab.
- To set information such as file name, format of the output file, and file destination, click Output Options tab.
Note: The Output Destination of the FTP/FTPS files transfers is not supported. - To set email notifications, click the Notifications tab.
- Click Save, enter the job name and description, and save the information.
The schedule is created. - To edit a job, click the Pencil icon.
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