Scheduling Queries in Decision Support

Decision Support (DS) gives users the ability to schedule a query, which generates a report sent via e-mail to a list of recipients. The reports can be scheduled to run daily (Monday through Friday), weekly, monthly or after monthly ledgers close. On each query, there is a Schedule This Query button:

Click on the Schedule This Query button to access the Edit Scheduled Query screen. Note: On some queries, some search criteria must be entered before the Edit Scheduled Query screen can be accessed.
Enter the desired report parameters on the Edit Scheduled Query screen. In the Name field, we strongly recommend that you "customize" the name of each scheduled query you set up, to make it easy to differentiate them later. You should use a comma or semi-colon to separate multiple e-mail addresses in the E-Mail Address field.
Once all desired data is entered click Create Scheduled Query.

The scheduled report is usually e-mailed early on the day it is scheduled, but it can be e-mailed as late as noon, depending on when the reports finish updating. The recipient can follow the link at the bottom of the e-mail to stop receiving the scheduled query.

Notes:
If you do not receive the e-mail notification for your scheduled query, check your e-mail spam/junk folder. Occasionally, the e-mail notification may get filtered there. You may need to change the spam settings in order to receive the notifications.

Occasionally a scheduled query may not run due to a particularly large DS report load which impacts the ability of the scheduled queries to finish running by noon. In these cases, the scheduled query recipient will usually receive an e-mail advising that the scheduled query did not run.

The DS user who created the original query can edit their scheduled queries from the My Scheduled Queries link on the Decision Support Home Page. There are options to edit, inactivate, and delete.

Note: Scheduled queries can only be edited, inactivated, and/or deleted by the DS user who originally set them up. Editing rights for scheduled queries cannot be transferred or shared with another DS user. Before a DaFIS user is inactivated/leaves a department, they should delete any scheduled queries that they have set up in Decision Support. They should work with an active DaFIS user so that the queries can be scheduled and maintained by another user(s). This will ensure that the scheduled queries continue to run, and future changes can be made by the other DS user(s).

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