Scheduling content exports

You must have enterprise designer or scheduler rights to use this tool.

You can schedule periodic exports of dashboards, documents, and reports in a variety of formats such as Word, Excel, HTML, and PDF.

Scheduled tasks page

After scheduling an export, it displays as a task on the Scheduled tasks page where you can manage it. Access this page by clicking the icon in the toolbar. Task status is shown in the colored box next to each task: green is running, red is failed, gray is paused.

By default, the page displays tasks from all users. To view just your own tasks, click My tasks only in the upper-right corner.

Right-click a listed task see or do the following:

Task history: View the export history details of the task in the bottom pane. In that pane, right-click one of the scheduled exports and select Show details to view the results.

Edit task: Change the export and schedule details.

Resume task: Turn on a paused task so that it exports on schedule.

Reset task: Reset a failed task so that its export is rescheduled.