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. That can be defined by an action, which can be used by any event configuration.

1. In the Reporting app, set up the report instance.

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     Example report configuration

2. In the Scheduler or Explorer 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 previous step.

   • Set DestinationFolder to a writeable folder where to store the report.

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     Example action configuration

3. In the Scheduler or Explorer 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.

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     Example event configuration