Edit a Schedule

You can edit a schedule to change the frequency of the scheduled report, report parameters, and email settings.

1. Log in to the User Console.

2. Click the Home drop-down menu on the upper-left and select Schedules.

   The Schedules page opens.

3. Click the schedule you want to edit in the list, then click Edit Scheduled Task in the scheduler toolbar.

   The Edit Schedule window appears.

4. Edit one or more of the following fields:

Field	Description
Schedule Name	Specify a name for the schedule, which will also be the name of the generated report content. If no name is entered in the Schedule Name field, the default is the name of the report file.
Append timestamp to generated content	Select this checkbox to append the value specified in the Schedule Name with a timestamp to name the generated content. Use the list to choose the timestamp format. The Preview box shows the formatted name and timestamp, which is also the Attachment name if the report is emailed.
Generated Content Location	Specify a location for the generated content. Click Select to open the Select Folder dialog box and browse to a folder location to choose it. If an administrator has added a Virtual File System (VFS) location for storage, you can select it in the VFS Connections section. If the VFS connection was created in the current session, you may have to refresh the connection using the refresh button. When you click OK to create the connection, a Pentaho virtual file system (pvfs) path appears in the Generated Content Location box as the VFS location.
Overwrite existing files with the same name and timestamp	Select this checkbox to overwrite any existing files with the same name and timestamp and save it to the specified location.
Owner	Specify the schedule owner. Click Change to view the list of available users in the user repository and select a new user.

5. Click **Next**.

![New Schedule dialog box](New%20schedule%20dialog%20pg2.png)

You can edit the log level, mode, and view any scheduled block-out times. If editing the recurrence, select the start and end dates and recurrence pattern.

Section	Description
Recurrence	Choose a time interval for the report from the Recurrence list: Run Once: Runs the file one time. Seconds: Runs the file repeatedly at the time interval (in seconds) specified in the Recurrence pattern. Minutes: Runs the file repeatedly at the time interval (in minutes) specified in the Recurrence pattern. Hours: Runs the file repeatedly at the time interval (in hours) specified in the Recurrence pattern. Daily: Runs the file repeatedly, either every weekday at the time interval in days or at the time interval in 24-hour increments as specified in Recurrence pattern. Weekly: Runs the file repeatedly on the day(s) specified in the Recurrence pattern. Monthly: Runs the file repeatedly on the day of the month specified in the Recurrence pattern. Yearly: Runs the file repeatedly on the date specified in the Recurrence pattern. Cron: Runs the file according to the Quartz cron attributes in the Cron String field. If you want to enter a custom time interval, choose the Cron option. If block-out times have been scheduled by your administrator, a View Blockout Times button appears on the bottom of the New Schedule window. Click View Blockout Times to view the list of block-out times. For more information, see Prevent Scheduling by Setting Blockout Times.
Start Time	Specify a start time to run the file.
Ignore daylight saving adjustment (Use 24 hour interval)	Select this checkbox to ignore a daylight-saving change in the recurrence pattern. When Daily is selected as the Recurrence pattern, the report runs after the number of 24-hour increments have elapsed. When you clear this checkbox, the report runs on the Start time after the number of specified days has elapsed.
Recurrence pattern	Depending on your selected time interval in the Recurrence field, specify the recurrence pattern.
Range of recurrence	Specify the start and end dates for running this report. The report will begin running according to the specified recurrence pattern on the start date specified and complete its run cycle on the end date specified in this section.
Start Date (Run Once)	If you select Run Once for Recurrence, then specify the date to run the report.
Cron String (Cron)	If you select Cron for Recurrence, then specify the Cron syntax. Consult the Quartz cron attributes reference to learn the Quartz Cron syntax.
Details	Click Enable safe mode to check every row that passes through the stream to ensure that all layouts are the same as the first row. If a row does not match the first row's layout, an error is generated and included in the report.Click Gather performance metrics and select a Log Level from the list to review the processing activities and operations. See Logging Levels in the Pentaho Data Integration document for log details.
View Blockout Times	Click to view the block-out times scheduled by your administrator. For more information, see Prevent Scheduling by Setting Blockout Times.

6. Click **Next**.

The New Schedule windows is updated to show any parameters used to run the report.

7. Edit parameters used to run the report, such as the output type:

-   **HTML**
-   **PDF**
-   **Excel**
-   **Comma Separated Value**
-   **Rich Text-Format**
-   **Text**

8. Click Next.

1. Edit the schedule to email a copy of the report to selected users.

   If your Pentaho administrator has set up an email server, you can edit the schedule to email a copy of the report to selected users. For example, you might want users in the Finance department to receive the Excel output of the report via email every time the report is run on the recurring schedule.

   • Click No if you do not want to email a copy of the report.

   • Click Yes if you want to email a copy of the report.

2. If you selected Yes to email a copy of the report, enter email addresses in the To field, or click Select and use the Select Groups and/or Emails dialog box to specify emails and email groups who should receive report emails then click OK.

   Note: For unique report identification, select Append timestamp to generated content and a time stamp format (see step 5) to produce the Attachment name.

3. Click Finish.

The schedule is edited and appears in the Schedules page of the User Console.