Save/Schedule/Send Reports

Use this procedure to save and schedule a report and optionally email it to contacts.

Note: To generate a one-time report, you must create a schedule for the report.

1	If you clicked Save/Schedule or Schedule after creating a report, a dialog opens.

2	Do one of the following:

To overwrite a saved search (report) with the new search, select the Overwrite the saved search name option.

To save the search as a new search, select the Save as a new search option, and in the Name field type a unique, meaningful name for the new search. If you used an existing search to create the new search, the existing search stays in the system.

Note: In either case, the name you enter becomes the Report Name in the Scheduled Reports and Delivered Reports lists.

3	To save any of the above changes to an existing report, but not change the schedule, click Save. Otherwise, continue.

4	To schedule the report, select the I want to schedule this report check box.

Important: Do this even for one-time reports.

The dialog displays controls for scheduling and Report Format.

5	Do one of the following:

For a regularly scheduled report, select the option Daily, Weekly, or Monthly, then enter the day or date and time for the report schedule.

For an immediate, one-time report, select the Now option. (If the search uses a Specific Date Range, only Now is available.)

Note: You can also generate a regularly scheduled report immediately. See “To immediately generate a scheduled report” on page 462.

6	Select the Report Format.

7	To send the report to another person as an email attachment,

a	Select the Send this report as an email attachment option. Fields for email recipients display:

Available Contacts in Trading Grid.

Available Users in your organization.

b	Hover your cursor over an email address for information about the contact or user.

In the lists:

Select the applicable person (for multiple persons, hold down the Ctrl key and select persons), then click Add. The addresses display at right.

To select all in a list, click Add All.

To remove entries from a list, select them as above and click Remove, or click Remove All.

Note: If you do not see the contact that you want, have your Company Administrator add that person as a Trading Grid Online user or Trading Grid Online service contact via the Trading Grid Online Account Manager.

c	Some users may see an Additional Recipients field. If so, you can specify email addresses not in either list. Separate addresses with a comma.

8	For Managed Services (MS) users, if you don’t distribute the report by email, and your company is configured in Managed Services, select the Send this report via the Managed Services Platform option.

Active Documents sends the report to a mailbox on a Managed Services Platform enterprise machine. Either of the following are possible:

Users with access can access the machine by FTP and download the report.

The mailbox can forward the report to another machine or service that makes it available to users.

9	For TGMS users, if you don’t distribute the report by email, and your company is configured in Trading Grid Message Services, select the Send this report via TGMS option.

10	New fields display to route the report file. Enter data into these fields; they are required. For field information, see the “Glossary” on page 464.

Note: All three values must be valid identifiers configured in Managed Services or Trading Grid Messaging Services. For help, contact your system administrator.

11	Click Save and close the dialog.

16.2 release. Updated October 23, 2016 Trading Grid Online User Guide PDF

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