6.9.10. Scheduling reports

Enterprise / Reports / Scheduled Reports / 2. How to schedule a report

Since version v1.0.3.83

1) Create a view first

Scheduled reports are always based on a saved view. If the view is not saved, it cannot be scheduled.

Steps:

1. Open Reports → Reports 1 – Activity

2. Set filters (period, users, jobs, activities, etc.)

3. Click Save changes in the view or Save as new view

2) Open the scheduling dialog

Once the view is saved, click Schedule report.

If the view is not saved you will get a warning.
If already scheduled, the dialog will open in edit mode.

Task editor window (Schedule report)

This dialog allows you to create or update a scheduled task for the current view.

Form settings explanation

Setting	Description
Starting date	Date when the task can start (yyyy/mm/dd).
Time	Time of day the task should run (hh:mm).
Repeat task	If enabled → task is Recurring. If disabled → task is Scheduled once.
Repeat every	Recurrence interval: Month / Week / Day / Hour
Destination directory	Folder where files are created (local only). Default: %program_data%\\TempReports\\Scheduled
Destination	Local / Azure Blob Storage / Azure File Storage
Azure profile	Required if destination is Azure. Select a profile created in Azure Profiles dialog.
File name	Base file name for report output.
Output formats	Multiple formats can be selected: XLS / CSV / JSON / XML
Send via email	Sends the report to recipients after generation (SMTP must be configured).
Recipients	List of ChronoScan users. Multiple emails separated by ;.
Force start from last generated report	If checked, next execution starts from the last execution period_to to avoid gaps.
Include activity description	Adds a new column with translated activity description.
Append timestamp to file name	If checked, filenames include _YYYYMMDDhhmmss.
Active	Enables or disables the scheduled task.

Info: When Starting date, Time, Repeat task or Repeat every changes, the Next execution panel is recalculated.

Next execution panel

Shows when the task will run next. Remember to click Save after making changes.

Output file naming

If Append timestamp is enabled, filenames will include:

<filename>_YYYYMMDDhhmmss-<execution_type>

Where:

execution_type = auto (automatic execution)
execution_type = manual (manual trigger)

If disabled → no timestamp suffix.

Azure destinations and profiles

If you choose Azure Blob Storage or Azure File Storage, you must create/select a profile.

How to create an Azure profile

1. Click Select profile → Manage profiles

2. Click Add

3. Choose Type:

azureblob for Azure Blob Storage
azurefile for Azure File Storage

4. Enter:
Profile name
Account URL (container/share URL)
SAS token (tokens are encrypted on save)

5. Click Test connection to verify access

6. Save and select the profile

How to get Azure URL and SAS Token (Azure Storage Explorer)

You can obtain the URL and SAS token directly from Azure Storage Explorer.

Steps

1. Open Azure Storage Explorer and connect to your Azure account.

2. Navigate to the storage account and choose:

Blob Container (for Azure Blob Storage)
File Share (for Azure File Storage)

3. Right-click the container / share and select “Get Shared Access Signature”.

4. Configure:
Permissions (Read + Write + Create + List)
Start / Expiry time

5. Click Create.

6. You will see:
URL → copy the URL (without SAS at the end)
Query string → copy as SAS token

* Example:

URL:

https://mystorageaccount.blob.core.windows.net/reports

SAS token:

?sv=2022-11-02&ss=bfqt&srt=sco&sp=rwdlacup&se=2026-05-01T00:00:00Z&st=2024-05-01T00:00:00Z&spr=https&sig=XXXXXXXX

* Use the URL and SAS token when creating the Azure profile in ChronoScan

Enterprise / Reports / Scheduled Reports / 3. Managing and monitoring scheduled report tasks

Under Reports → Scheduled reports you can manage and monitor all tasks.

Information columns

Report name
Original view
File name
Task type (Scheduled / Recurring)
Repeat interval
Last execution
Status (Success / Running / Error)
Next execution
Active

Actions

Open destination folder (if local)
Edit scheduled task
View executions report
Trigger report manually

Executions report

Shows execution history for each task.

Status values:

PENDING – queued (10 min before execution)
RUNNING – task in progress
FINISHED – completed OK
ERROR – failed (see error_log)

Emailing status:

[Send to] configuration is off
(success) mail sent
(error) mail failed (SMTP issue)
(denied) invalid ChronoScan user

You can also trigger the task manually from here.

How scheduled tasks are executed

Scheduled reports run in the WebServer process.

If WebServer is down → tasks won’t run
If task is PENDING, a new process can take over
If task is RUNNING and server stops → task ends with error
Tasks timeout after 10 minutes in RUNNING