Scheduling Web Intelligence documents to run automatically lets you automate the process of refreshing your documents and can greatly reduce the time spent preparing for data analysis. Reports and data can be automatically delivered to your EDDIE Home Screen in the Recently Run Documents section, sent to other users, or groups of users, in Web Intelligence format, or as Excel or PDF files.

An Instance is a single version of a document. For each scheduled document that runs, Web Intelligence saves a history of instances to the server.

Create a Schedule:

• Log in to EDDIE
• Navigate to where the report is located within EDDIE:
  • Folders\Public Folders and Categories\Corporate Categories are where Standard and Solution Library reports can be found.
  • Folders\Personal Folders, the Documents tile, Favorites or Recent Documents sections on the Home Page are where your personal documents can be found.
• Click the More icon and select Schedule.
  • In Tile view, the icon is found in the bottom right corner of the document tile.

• • In List view, the icon is found at the right side of the document's row, or right-click anywhere in the row.

• Schedule screen - General tab
  • Instance Title - add a title to your document

• • Destinations - This section determines how the resulting document will be shared with others.
    • To add delivery destinations, click the blue Add button below Delivery Destinations. This will open the Select Destinations window.
    • Check the box next to each option you would like to use to send the scheduled output and click Confirm.

• • • • Default Enterprise Location is selected by default. This will send a copy of the scheduled output to the Recently Run Documents section on your Home Page.
      • BI Inbox will send the scheduled output to another user's, or user group's, BI Inbox. See below for details.
      • Email will send the scheduled output as an email attachment to another user's, or user group's, email address. See below for details.
      • FTP Server will send the scheduled output to a File Transfer Protocol (FTP) server.
      • File System will send the scheduled output to a file system. Due to multiple campuses and a variety of firewall technologies utilized, this may not be an option for all users.
      • SFTP Server will send the scheduled output to a Secure File Transfer Protocol (SFTP) server.
      • Google Drive will send the scheduled output to the Google Drive folder specified.

• • • Once you've selected the destinations you want to send to, each one will show up in the list on the left side. Click each destination to edit the details for that delivery destination.

• • • • BI Inbox - click the Select button to add a recipient. Type the recipient's NetID and click search . Once the recipient is listed below, check the box to Include them, which will display the NetID in the Selected Items list at the bottom, and click OK.

• • • • Email - Fill in the From, To, Subject and Message boxes, at a minimum, make sure the Add Attachment box is checked, and click Confirm.

• • Recurrence - this section determines when and how often the report will run. Options are Now, Once, Recurring, and Calendar.
    • Now - runs the report as soon as the Schedule button is clicked.
    • Once - runs the report one time on the day/time you choose.
    • Recurring - runs the report hourly, daily, weekly, etc., between a start and end date/time you choose.
    • Calendar - runs the report based on predefined calendar dates relating to University processes (for example, Month End Closing for financial reports).
  • Events and Scheduling Server Group - typically, these can be ignored and left with the default options.
  • Notification - this section allows you to enable emails when the job runs successfully and/or fails.
• Schedule screen - Report Features tab
  • Formats - choose the format of the scheduled output.

• • • Microsoft Excel and CSV have an option for Data and an option for Reports. Data will return the raw, unformatted results from the document's queries, whereas Reports will return the formatted data exactly as it appears in the rerports in EDDIE.

• • Prompts - this section shows you the selected prompt values on the left, and there is a link to Edit Prompt Values so you can adjust them as you're setting up the schedule.

• • • If a prompt in the list has an asterisk (*) in front of it, then it is mandatory and the scheduled run will fail if there is no prompt value selected.
  • Delivery Rules - this section allows you to return a Warning or Failed status if the scheduled content has not successfully refreshed and/or if the scheduled content does not contain data.
  • When everything has been configured, click the Schedule button at the bottom right of the screen to complete the schedule.
  • Once the schedule is complete, it will show up in the document's History section and in the Instances tile on the Home Screen.

View, Reschedule, or Delete a Scheduled Document or Instance

• All Instances are accessible in the Instances tile on the Home Screen. Scheduled Instances for a particular document can also be found in that document's History section.
• The list of Instances can be filtered in a number of ways:
  • Instance Time - this is a range, so you'll select a Start Date and an End Date using the calendar icon

• • Status

• • Type - the type of document that was created for this scheduled instance.

• • Title and Scheduled By - title of the scheduled instance and/or the NetID of the user who scheduled the instance.
  • Once you've set the filters, click the Go button.

• From the list of filtered Instances, we can now do a number of things:

• View the Document - If the Instance was successful, clicking the Title will open or download the document.
• View Additional Details - Clicking on the Status of an Instance will bring up a Details window with additional detailed info about the Instance.
• Reschedule - click the More icon and select Reschedule. This will bring the user back into the Schedule screen to adjust the settings.
• Delete - click the More icon and select Delete.