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Setting up a Recurrence Pattern for Report Readings

Each asset health report definition can be generated manually or scheduled based on a recurrence pattern.
This topic describes how to set up a recurrence pattern for a report definition. For more information about scheduling actions, see Creating a Scheduled Action.

To Set up a Recurrence Pattern for Report Readings

1.
Open the asset health report definition for which you want to assign a readings frequency.
2.
On the Properties view, Readings Frequency tab, enter the following information:
Setting Name
Description
Refresh method
The asset health report’s readings can be refreshed based on user-defined settings. Select how the report is to be refreshed based on the following options:
•
Manual: Readings will not be refreshed until you click Generate Now
•
Automatically based on a recurrence pattern: You must determine the frequency of the automatic report refreshing. Report refresh history is listed in the Triggering Information area.
3.
If the reading will be refreshed automatically based on a recurrence pattern, define the frequency at which the reading will be refreshed:
•
Hourly: Select this option to define a pattern that repeats more than once a day (for example, every two hours, every half hour, and so on).
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Daily: Select this option to define a pattern that repeats more than once a week (for example, every day at 10 a.m.; every Monday, Wednesday, and Friday at 10 a.m.).
•
Weekly: Select this option to define a pattern that repeats at weekly intervals but not more than once a week (for example, every week on Tuesday at 10 a.m., every two weeks on Saturday at 10 a.m.).
•
Monthly: Select this option to define a pattern that repeats in monthly intervals but not more than once a month (for example, every month on the 15th at 10 a.m., every two months on the first Monday at 10 a.m.). You can choose the calendar or financial month.
•
Yearly: Select this option to define a pattern that repeats in yearly intervals but not more than once a year (for example, every year on the 1st of July at 10 a.m., every year on the last day in December at 10 a.m.).
For detailed instructions on creating a scheduled interval, see Defining Recurrence Patterns.
4.
Select how to assign readings:
Setting Name
Description
Month to assign readings to
This label applies to readings with a Daily, Weekly, Monthly, or Yearly recurrence pattern. For the Hourly period type, the current date and time is always used.
This setting allows you to specify whether the asset health reading should be assigned the current calendar period or the calendar period that just ended. This allows you to label the reading as belonging to the previous period even when it can only be calculated after the period has ended. For example, if your reading calculates the health of assets completed in July, you might want to calculate this value after July is over (in August). However, the value needs to be labeled as being from the July calendar period.
Select one of the following options:
•
Use the name of the current calendar period.
•
Use the name of the calendar period that just ended.
5.
For automatic recurring readings, the Triggering Information area displays when the last reading was performed, and the next scheduled date, if applicable. To reset the date and time of the next scheduled reading, click Change, enter a new date and time, and then click OK to save.