How do I schedule recurring reports in Active Intelligence Visualization (AIV)?

To schedule recurring reports in Active Intelligence Visualization (AIV), follow these steps:

1. Navigate to the Reports Section: Open the Documents section in AIV and select the report you want to schedule for recurring runs.
   
   

2. Open Scheduling Options: Right-click on the report or click the options menu (three dots or gear icon) next to its name, then select Schedule.
   
   

3. Configure Recurrence Settings:

   • Choose the Start Date and Time for the report to begin running.
   • Set the recurrence pattern (daily, weekly, monthly, or custom intervals) and specify an end date, or opt for it to run indefinitely.
     
     

4. Select Output Format: Choose the desired output format for the report (e.g., RPT document, AIV-XLSX, DOCS, PDF, XLSX, HTML).
   
   

5. Distribution Settings:

   • Specify how the report will be distributed after it runs (emailing to specific recipients, saving it to a folder, or both).
   • Set up user restrictions to ensure only authorized users access the report.
     
     

6. Configure Report Parameters: If your report includes parameters (e.g., filters or date ranges), configure them to be static or dynamic (e.g., auto-select the current date).
   
   

7. Save the Schedule: Once all settings are configured, save the schedule. Active Intelligence will automatically run and distribute the report as specified.
   
   

For more information, visit the official: Introduction to Report Bursting in Active Intelligence
If you have further inquiries, feel free to email us at support@aivhub.com