Scheduled exports

You must have enterprise designer or scheduler rights to schedule exports for dashboards, documents, and reports. All content must be saved before you can export it.

You can schedule periodic exports of dashboards, documents, and reports in a variety of formats, such as Word, Excel, HTML, and PDF. You can then use the Scheduled tasks page to manage those exports as tasks.

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 toolbox. 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 to do the following:

Task history: View the export history details of the task in the bottom pane.

Edit task: Change the export and schedule details.

Pause task: Pause a running task to stop it from exporting on schedule.

Run task: Override the export schedule to run the task right now. The Summary column will update with "Manually run." To reset the original schedule, right-click the task again, select Edit task, then click OK.

Delete task: Delete from the system.

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.