The scheduled execution of reports is a very useful tool. If getting information to a specific person is the goal, then scheduling the report to be emailed is ideal. If one wants to get data out of LOCATE periodically for use in other systems then dumping reports to a Storage Service might make more sense. All scheduled items in LOCATE must be set in UTC.

NOTE: If you set up a report schedule and don’t receive the report, maybe check out our Why am I not getting emails sent from LOCATE? page for more details to see if this is applicable to your situation. All notifications (including schedule report delivery notifications) come from noreply@locateinv.com. Ensure your email filters and spam folders do not block or remove emails from this address.

Creating the Report Schedule

  1. Select the Profile for the report that needs to be scheduled.
  2. Select the Type of file the report is to be delivered in.
  3. Select the Delivery Method, as scheduled reports can be sent via email or automatically uploaded to a storage service.
    1. Email: LOCATE will suggest an emails when the email box is clicked into, however, any valid email address can be typed into that box to send the scheduled report to.
    2. Storage Service: LOCATE will automatically upload exports to a Storage Service.
      • Examples: Auto-uploading CSV exports to FTP servers or dumping CSV files onto Dropbox for use with 3rd party BI tools.
      • These Storage Services need to be created in Setup > Services > File Storage to be eligible to use.
  4. Select the Frequency at which the report should delivered. All scheduled items in LOCATE must be set in UTC.
  5. Click Add Scheduled Report

Scheduled Report Run Section

This section will display all the scheduled reports set up to run. All scheduled items in LOCATE must be set in UTC.

Actions

Add Scheduled Report – Once the Report Schedule fields are inputted, clicking Add Scheduled Report will add the information to the Scheduled Report Run list.
Updating – Schedule Report Run frequency can be updated by adjusting the frequency on the scheduled report run line and clicking Update.
Deleting – Scheduled Reports can be deleted by clicking the arrow next to Update and selecting Delete Schedule.

Report Schedule Fields

Field NameField DescriptionField OptionsField Notes
ProfileThe Profile of the Report to be scheduledPreviously created profiles listed on the Profiles Tab
Type/FormatThe format the report is to be delivered inpdf
html
xls
xlsx
rtf
csv
xml
docx
otd
ods
EmailThe email address the scheduled report is to delivered to(Choose from Active Email Addresses in LOCATE)If you also want an emailed report to be stored to a Storage Service, you will need to set up two schedules, one for each delivery method.

NOTE: If the email you are needing to select does not appear in the drop down, start typing the email to get it to populate.
Storage ServiceThe storage service the scheduled report is to delivered to (Choose from Active Storage Services in LOCATE)If you also want an stored report to be emailed to an email address, you will need to set up two schedules, one for each delivery method.
EveryFrequency of deliveryMinute*
Hour
Day
Week
Month
Year
*Minute is actually every 10 mins.

All scheduled items in LOCATE must be set in UTC.
at/on/on the/past the hourPopulates for Hour, Day, Week, Month and YearSee notesFor Every : Hour, you will be prompted to select the minutes (in 5 min increments) past the hour.
For Every : Day, you will be prompted to select the hour, and minutes past the hour.
For Every : Week, you will be prompted to select the day, hour, and minutes past the hour.
For Every : Month, you will be prompted to select the month, date, hour, and minutes past the hour.
NOTE: There is a ‘Last’ option to designate the last date of the month regardless of the actual date.
For Every : Year, you will be prompted to select the date, of the month, the hour and minutes past the hour.
NOTE: There is a ‘Last’ option to designate the last date of the month regardless of the actual date.
FrequencyThe designation that was made for the various frequency optionsSee notes for field above See notes for field above
Send ToThe email address or the storage service the scheduled report is being sent to
Last RunThe date and time the last scheduled report was run
Last Run ResultsThe result of the last scheduled report run
Next RunThe next scheduled report run
ActiveDesignates whether the Report Schedule is active or notGreen checkmark means it’s Active

Red ‘X’ means it’s Inactive
Click the green checkmark to Deactivate.
Click the red ‘x’ to Activate