Active Directory Reports Professional

How to Schedule Reports


To open the Scheduler, click on the Scheduler button on the toolbar.
Click on Scheduler button

This will open the Scheduler window (see below). (Note: Views can be selected from Daily through Monthly.)
Scheduler window

From the toolbar drop-down, select a domain name from which to run the reports(s). The current domain will be the default setting.
Select active directory domain

There are two different methods you can use to schedule a report job.

1. Quick Schedule

(Drag and Drop Method)
Select the report(s) from the report tree, and drag the selected report(s) to the desired to the date and time.
Select active directory reports to schedule

The confirmation window with the date and time will be displayed.
AD Reports Scheduler Confirmation message box

Click 'Yes' if you want to schedule a job. The scheduler will start creating a job.
Creating a scheduled job

When the scheduled job is created the new icon will be displayed on the scheduler window.
Scheduled report icon

When finished, the job has been created and will execute at the appointed time/date. If you desired to change the settings, double-click on the job icon and the customizable Job Schedule scheduler dialogue box will appear.
Note, that you have to finish all the your customizations before that scheduled job starts.

2.Customizable Scheduling Method

Another way to schedule a report is to use the Create Job button on the tool bar. This allows the user to modify a number report job parameters.

Select a reports to schedule from the report tree. (Note: More than one report can be scheduled for a specific data and time; however, all report jobs will contain the same parameters.) Click Create Job button from the toolbar and the customizable scheduler screen will appear.
Click Create Job button

AD Reports Scheduler settings
In this window you can change the domain, setup job start date and time, specify if you want to export membership (only for the reports saved with membership), change subject and description. Also, you can select from the available file formats (.csv, .txt, .xls, .xlsx, .rtf, .pdf, .html, .mht) and select a report file name mask. For some report types you can update formatting settings like page orientation, word wrap, print page header, footer and font styles.

If you would like your report to be sent via e-mail select Send reports via Email check box and enter e-mail address in "To:" field. You can enter several e-mail addresses separated by coma.
To be able to send reports via e-mail you have to set email settings first ( How to set e-mail settings).
If you want to open an e-mail form just click on Email Form button. It will open the e-mail form where you can fill all the necessary fields for the current e-mail.
E-mail form

If you want the job to recur (run periodically), click the Recurrence button on the bottom.
click Scheduler Recurrence button

Recurrence window will be displayed.
Scheduler Recurrence window
In this window you can schedule the job to run Daily, Weekly, Monthly, Yearly and even Hourly if needed. You can also specify a date range and the number of occurrences for it.

Selecting reports

To select or deselect a specific report section click on the parent node of that section.
Selecting reports to schedule

Also, you can select or deselect the whole report category (Users, Groups,... or all available reports using Select (All) and Deselect (All) buttons from the toolbar.
Select reports Deselect reports

The number of the selected reports will be displayed on the status bar, along with the report type.
Scheduler status bar

Change Scheduler view

The default Scheduler view is the Work Week. You can change the view by selecting one of the following: Day, Work Week, Calendar Week, Month or Timeline.
Change Scheduler view

Day view displays today's calendar date or a selected day.
AD Reports Scheduler Day view

Work Week view
AD Reports Scheduler Work Week view

Week view
AD Reports Scheduler Week view

Month view
AD Reports Scheduler Month view

Timeline view
AD Reports Scheduler Timeline view

Note that the Active Directory Reports should be running in order to run scheduled report jobs

When the scheduled job is running, the Logger window will display the status of every scheduled report. The status bar will display the status of the scheduled job itself. If you want to stop (cancel) the job, click on the Cancel Job button on the status bar
AD Reports Scheduler Timeline view