Schedule reports
Adaxes lets you schedule report deliveries, making it easier to keep track of your environment over time or compare data from different periods.
Users can schedule their own reports, giving them control over what they need and when they need it. Administrators can also set up schedules for specific users or groups to ensure critical reports are sent automatically.
In this tutorial, you'll learn how to allow and configure self-scheduling, and how to schedule reports for other users.
Self-scheduling
Out of the box, users can schedule reports for themselves by clicking the 
button which is available when viewing a report.
They will be able to select from the three predefined schedules:
- Daily
- Weekly
- Monthly
You can control which the schedules are available for selection and add your own schedules.
How to create a schedule
Right-click your Adaxes service, point to New and click Report Scheduled Task. Configure the schedule in the wizard that opens.
How to restrict available schedules
-
Launch Adaxes administration console.
How
-
On the computer where Adaxes administration console is installed, open Windows Start menu.
-
Click Adaxes Administration Console.
-
-
Expand your Adaxes service, expand Reports, and then expand Schedule. Click the schedule you need.
-
Specify whether the schedule is enabled for self-scheduling using the Allow for self-scheduling option.
-
Click Save changes.
You can also disable self-scheduling completely. For details, see Configure reports in web interface.
Centralized scheduling
In addition to letting users schedule their own reports, you can set up centralized delivery. For example, you can schedule reports for all members of a group, users in a specific organizational unit, or users matching certain criteria.
To schedule a report for users, perform the following steps:
-
Launch Adaxes administration console.
How
-
On the computer where Adaxes administration console is installed, open Windows Start menu.
-
Click Adaxes Administration Console.
-
-
Expand the Adaxes service node, expand Reports, and then expand Schedule. Select the schedule you need.
How to create a schedule
Right-click your Adaxes service, point to New and click Report Scheduled Task. Configure the schedule in the wizard that opens.
-
Click the New button located under the report list. This will bring up the Schedule Report wizard.
-
In the Report field, specify the report you want to schedule.
You can also specify a custom title that will appear in the report document instead of the report name.
Click Next.
-
Configure the report generation settings.
Different settings for different users
You can configure the report scope and parameters to be different, depending on the user who receives the report.
To do this, you need to use value references (e.g. %department% or %company%). Value references will be replaced with the corresponding property values of the recipient's user account.
Example 1 – Scope
In this example, the report scope depends on the value of the recipient's Company property.
Example 2 – Parameter
In this example, the value of the Department parameter will be the same as the value of the recipient's Department property.
When done, click Next.
-
Configure the settings of the generated report document.
Object links
Object links let recipients click on any directory object in a report document to directly navigate to that object in the Adaxes web interface. To enable the option, select the Enable object links checkbox.
You can also configure the web interface for object links to always open objects in a specific interface, such as Self-Service.
Logo, footer and font settings
You can set a header image, title color, footer text, and font for documents generated by Adaxes. The settings are common for all documents, including report documents and documents generated during data export. To configure the settings, click the General document settings link.
When done, click Next.
-
Specify how the report will be delivered to users.
Different options for different users
You can configure the file path to be different, depending on the user who receives the report.
To do this, you can use value references (e.g. %department%, %username%, %homeDirectory%). Value references will be replaced with the corresponding property values of the user account.
Example 1 – File path
In this example, the file path for the report document includes the user's department and username.
Similarly, you can use value references to include property values of the user account in the email message.
Example 2 – Email
In the following example, the body of the email message includes the recipient's full name.
When done, click Next.
-
On the final step, you need to specify recipients of the report. Click Add and select the recipients in the dialog that opens.
You can schedule reports for:
-
Specific users
-
Groups members
-
Users located in an organizational unit
How
Expand the Object Types drop-down list and select Organizational Unit. Then, select the OU you need.
-
Members of a business unit
With the help of business units, you can schedule reports for users that match certain criteria, no matter where they are located. For example, a business unit can include users from different domains or even forests whose job title contains Manager. For more details, see Create business unit.
How
Click the arrow button embedded in the Look in field and select Business Units. Then, select the business unit you need.
Exclude recipients
You can also exclude specific users, groups, OUs, and business units from the list of recipients. For example, if a report is scheduled for all members of a group, you may want some members not to receive it.
How
Select the Exclude checkbox in the Options dialog that is shown when adding recipients.
When done, click OK, and then click Finish.
-
-
Click Save changes.