Scheduling 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, HTML, PDF, Excel, CSV, and PowerPoint. You can then use the Scheduled tasks page to manage those exports as tasks.

For general information about exporting dashboards and documents, see Dashboard Designer and Document Designer.

If needed, you can export single components to 3rd-party applications. For details, see Exporting components to 3rd-party applications.

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 The scheduled tasks icon is used to open the Scheduled tasks page, which displays all scheduled exports. icon in the toolbox. The task status is indicated by the colored box next to each task—green is running, red is failed, gray is paused.

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

The Scheduled tasks page displays all scheduled exports as tasks, where you can manage the exports.

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.