Scheduling an analysis to be sent to the History List

A History List is a folder where you can store reports, documents, and Visual Insight analyses. You can send an analysis to the History List on a specific schedule. To do so, you must subscribe to the analysis, as described in the steps below.

Prerequisites

To send an analysis to the History List on a schedule

  1. Click the name of the analysis to run it.

  2. From the analysis toolbar, click the Schedule delivery to History List icon Schedule delivery to History List icon. The History List Subscription dialog box opens.

  3. Type a name for the subscription in the Name field.

  4. From the Schedule drop-down list, select a schedule or event to use to send the analysis to the History List.

  5. To send the analysis to the History List immediately after creating the subscription, select the Run subscription immediately check box.

  6. Expand the Advanced Options.

  7. To ensure that newer versions of the analysis overwrite previous versions of the analysis in the History List, select the The new scheduled report will overwrite versions of itself check box.

  8. You can select a date after which you want to stop delivering the analysis to the History List. To do this, select the Do not deliver after check box, then click the calendar and select the date on which you want the subscription to expire.

  9. To have a delivery notification email sent to you when the analysis is sent, select the Send notification to email address check box.

  10. Click OK to save your changes and close the History List Subscription dialog box. The file will be delivered to the specified History List on the specified schedule.

To verify that you are subscribed to the analysis, at the top of the page, click My Subscriptions. The subscription appears in the History List Subscriptions section.

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