in the Control area and following these steps: KANA Reports can be scheduled to run at specific times or through scheduled tasks. This gives you the option to run reports at optimal times, such as times of lower system activity, thereby increasing system performance.
You can schedule your reports to run and to be saved and delivered in one of several formats. Keep in mind that DHTML reports take longer to generate. For those, you may want to consider running as a background task. Other formats available are standard report format, Microsoft Word, Microsoft Excel, Rich Text, text, tab-separated values, Adobe Acrobat PDF and comma-separated values.
In addition, you can have the report sent to a specific email address, such as your own or another email address.
In order for Scheduled Reports to run properly without error, you will also need to configure the mail server settings. See "Configure Mail Server Settings" immediately after the steps to schedule a report on this page.
To add or delete columns from the report, see To enable columns for scheduled reports.
You can schedule tasks for a specified report by clicking the Schedule icon in the Control area and following these steps:
Select the version and criteria for the report on the General tab:
Select the Report and Catalog versions.
Select the Priority level. The levels are 1 through 10 in ascending order.
Select the reports to run from the report set by checking the box next to a report set name. Clear the check box if you do not want to run a specific report set.
Select the Content and Criteria parameters for the report. See Running a Report for more information about these selections.
Apply the styles you prefer to the reports in the Enable Style Group area. If you select None, no styles are applied to the exported reports.
Select the check box to select enable converting encoding.
Select values from the Before converting and After converting menus that appear when you select enable converting encoding.
Select the destination for the report on the Publish tab.
Select the time and triggers for the report on the Conditions tab.
You can select either a specific time or a recurring time for the report.
Select the type of encoding from the Encoding list.
Enter the name of the currently scheduled task.
Set the appropriate Catalog Data Source.
Select the Add TaskListener to be Invoked option to call the Java application before or after viewing or scheduling the report.
Select the Auto Recover Task to enable task recovery for failed tasks. If you select this feature, then:
Set the Maximum Retry Times to the number of times to retry.
Set the Retry Interval time to span of time.
Select Recreate All Results to recreate all or just the failed results.
Select a method and person to notify when the report is complete on the Notification tab.
Click Submit to complete the report.
When a scheduled report runs, it is saved in the directory specified in the Publish tab.
Note: When naming reports avoid using punctuation marks such as the colon and the period.
In order for Scheduled Reports to running properly, the SMTP mail server settings need to be configured. There are two ways you can do this.
Access the JReport admin page and set the SMTP server under Configuration -> Email-> SMTP server on the admin page.
OR
Enter the following properties for the mail server settings in:
"\jreportentserver_home\bin\mailconfig.properties":
Use these properties for the SMTP mail server settings:
smtp.server=<your SMTP server>
compress.mail=<true/false>
default.format=2( HTML Mail - 0, Plain Text mail - 1, HTML file as attachment - 2, PDF file as attachment - 3, Jreport rst file as attachment - 4, Delimited text file as attachment - 5, PostScript file as attachment - 6, Excel file as attachment - 7, Rtf file as attachment - 8, XML file as attachment -9 )
mailbox=<your mail box address>
smtp.server.port=<SMTP port>
Tag_MaxMailSize=<maximum mail size, -1 means, limitation based on the mailserver>
Click Preferences.
Select Scheduled in the Show Columns on the drop-down menu on the Customize tab.
Select the columns that you want to show or hide in the Schedule page.
Learn about the Schedule table
Can I view a list of all reports?
How do I delete a scheduled report?
Is there a list of frequently asked questions?