Adding Scheduler on Report

This functionality enables the user to receive the reports at a defined frequency via email.

Adding scheduler on report

  1. Click on the Template Scheduler button available in front of the report name.
  2. Click on the Add Scheduler on Report button for the template for which scheduler is to be defined. (Note: the Add Scheduler on Report button is directly available for the Issue Count Summary by Project report.)
  3. Enter names of the people to whom the report is to be mailed, at the Recipients field. Click on the Recipients link. It will popover a window displaying active users. Select the intended user(s) and click the Select button.
  4. Click on the Format link. Select the option as PDF, Word, or Excel as required. The report will be mailed to the user in the format selected at this field.
  5. Specify the date and time range for which scheduler is to be set at the Scheduler Duration From and To field.
  6. Select the interval at which the report should be mailed. Click on the Scheduler Type link and select the option as:


  1. Ad Hoc
  1. Click on the Add Dates button. Select the required date and time. The report will be mailed on the specified date at the defined time.
  2. Repeat the above step to add more dates and times.
  3. Click on the Save button.


  1. Regular
  1. Specify the periodic interval at the Repeat Every field. The number specified at this field will be the number of selected intervals at which the report will be automatically mailed to the intended recipient(s).
  2. Click on the Repeat On link. Select from these options: Minutes, Hours, Days, Weeks, Months, Quarters or Years. It will allow a single selection.
  3. Click on the Save button.


  1. Daily
  1. Click on the Add Times button. Select the required time. The report will be mailed daily to the recipients at the specified time.
  2. Repeat the above step to add more time.
  3. Click on the Save button.


  1. Weekly
  1. Specify the periodic interval at the Repeat Every field. The number specified at this field will be the number of weeks at which the report will be automatically mailed to the recipient(s).
  2. Click on the Add Days button. Select the required day and time. The report will be mailed on the specified day at the defined time.
  3. Repeat step 2 to add more dates and times.
  4. Click on the Save button.


  1. Monthly by Day
  1. Specify the periodic interval at the Repeat Every field. The number specified at this field will be the number of months at which the report will be automatically mailed to the recipient(s).
  2. Click on the Add Days button. Select the required day and time. The report will be mailed on the specified day at the defined time.
  3. Repeat step 2 to add more date and time.
  4. Click on the Save button.


  1. Monthly by Date
  1. Specify the periodic interval at the Repeat Every field. The number specified at this field will be the number of months at which the report will be automatically mailed to the recipient(s).
  2. Click on the Add Dates button. Select the required date and time. The report will be mailed on the specified date at the defined time.
  3. Repeat step 2 to add more dates and times.
  4. Click on the Save button.