Tutorial: How to periodically save a report to a file

A common use case is saving a report to a file at a defined time.

1. If required, set up trendings in the Trendings app.
2. In the Reporting app, set up the report instance and set the File Type to PDF.
3. In the Scheduler app, set up an action that saves the report in the destination folder:
   
   • In the XCommand column select REPORTING.SAVEREPORT
   • Set ReportInstance to the report instance created in the provious step.
   • Set DestinationFolder to a writeable folder where to store the report.
     
4. In the Scheduler app, set up a one-time event that executes the action created before.
   • Set Action to the action created in the previous step.
   • Set the Start date/time when to execute the action.
   • Set the recurrence options for an execution on a regular basis.