Scheduling reports in Flexera Analytics

IT Asset Management version 2020 R1.2

Flexera Analytics now provides functionality to schedule any reports that are saved in the Shared Content folder (under Team content), or your My content folder. With the Flexera Analytics scheduling feature:

  • A report can be scheduled to run at a specific time or on a recurring basis
  • You can email a report on a specified schedule to one or more recipients
  • You can save reports on a specified schedule, which will store a history of versions of the report.
    Note: Flexera Analytics reports support the following output formats: HTML, PDF, Excel, Excel Data, CSV, and XML.

To use the scheduling feature, you must be assigned the Analytics Explorer role that is added to IT Asset Management in this release. For complete details, refer to Flexera Analytics access permissions tightened.

Like all of Flexera Analytics, the scheduling feature utilizes IBM Cognos out-of-the-box functionality. This following information explains how to use the feature, but for complete details, refer to the IBM Cognos Analytics documentation.

To schedule a report that is saved in the Shared Content folder (under Team content), or the My content folder, click the ellipsis to the right of the report, click Properties, and then click Schedule.

A report cannot have multiple schedules. If a schedule already exists for this report, you can edit it, enable or disable it, or delete it. If no schedule exists for the report, click the New button to create a new schedule. From here you can choose your scheduling options and click Create. You can:

  • Set a frequency of report in day (daily, weekly, monthly, or by trigger)
  • Define the start and end date as well as the time of the schedule
  • Choose the format of the report output (HTML, PDF, and so on)
  • Specify the delivery method (email report or save report).
    Tip: When you want a report to be saved on a schedule, this saves the report output within Flexera Analytics and thereby can be accessed by other users. If you do not want users to view your report output, then you should not check the Save report check box. To view saved reports, click the ellipsis to the right of the report, click View versions, and click to select the Show all history check box. The most recent five versions of a report display. The Archives tab provides a link to view archived reports.

IT Asset Management (Cloud)