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New Schedule / Edit Schedule Page (Report Manager)

Use the New Schedule / Edit Schedule page to create a schedule for a report. Schedules are used with subscriptions, to refresh cached reports, and to create snapshots as standalone items or in report history.

Note

Scheduled operations are not supported in SQL Server Express with Advanced Services. For more information about features in this edition, see Reporting Services in SQL Server Express with Advanced Services.

You can create schedules only for reports that can run unattended. Running a report unattended requires that you store report data source credentials in the report server database. For more information, see Data Sources Properties Page (Report Manager).

Not all frequency combinations can be supported in a single schedule. For example, if you want to run a report at 12:00 P.M. and 4:00 P.M. every Friday, you must create two daily schedules that specify a Friday run date, one with a start time of 12:00 P.M. and another with a start time of 4:00 P.M.

Schedule processing is based on the local time of the report server that hosts and processes the schedule.

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Use the following procedures to navigate to this location in the user interface (UI).

To open the New Schedule or Edit Schedule page from the Execution properties page of a report

  1. Open Report Manager, and locate the report for which you want configure a schedule.

  2. Hover over the report, and click the drop-down arrow.

  3. In the drop-down menu, click Manage. This opens the General properties page for the model.

  4. Select the Execution tab.

  5. Select the Render this report from a report execution snapshot option. Then select Use the following schedule to add snapshots to report history, and select Report-specific schedule. Then click Configure.

To open the New Schedule or Edit Schedule page from the History properties page of a report

  1. Open Report Manager, and locate the report for which you want configure a schedule.

  2. Hover over the report, and click the drop-down arrow.

  3. In the drop-down menu, click Manage. This opens the General properties page for the model.

  4. Select the History tab.

  5. Select Use the following schedule to add snapshots to report history, and select Report-specific schedule. Then click Configure.

To open the New Schedule or Edit Schedule page from the Subscriptions page

  1. Open Report Manager, and locate the report for which you want configure a schedule.

  2. Hover over the report, and click the drop-down arrow.

  3. In the drop-down menu,

    • Click Manage. This opens the General properties page for the report. Then select the Subscriptions tab.

    • Click Subscribe. This opens the Subscriptions properties page for the report.

  4. In the toolbar, click New Subscription or select an existing subscription to edit.

  5. Under Subscription Processing Options, click New Schedule.

Options

  • Schedule details
    Select options that determine when and how often a report runs. Frequency options are layered. The first set of options specifies a category of frequency (hourly, daily, weekly, and so on). The second set of options that appears is based on your initial selection.

    • Hour defines a schedule that runs at hourly intervals. Use the Start and end dates section to specify the day on which to run the schedule.

    • Day defines a schedule that runs on the days you select at a specific hour and minute. You can specify days in the following ways: Every <day>, Every weekday, and Every <number> day. Choosing one approach voids the others, even if the other days appear to be selected.

    • Week defines a schedule that runs at weekly intervals at a specific hour and minute. The interval can be a complete week (for example, every two weeks), or days within a week.

    • Month defines a schedule that runs on a monthly basis. Within a month, you can choose a day based on a pattern (for example, the last Sunday of every month) or specific calendar dates (such as 1 and 15 to indicate the first and fifteenth day of every month). Using commas and hyphens, you can specify multiple days and ranges, for example, 1, 5, 7-12, 21.

    • Once defines a schedule that runs only once. Use the Start and end dates section to specify the day on which to run the schedule. This schedule expires as soon as it is processed.

  • Start and end dates
    Specify a start date that determines when the schedule takes effect and an end date that determines when the schedule expires.

    Schedules expire without notification. After the end date, they no longer run. Expired schedules are not deleted. Schedules can only be deleted manually. That way, if you choose to continue the schedule, you can extend the end date.