Kyvos Reporting Schedules

Applies to: Kyvos Reporting

Schedules in Kyvos Reporting define when and how often a report should be executed. You can create schedules that run once (immediately or at a specific time) or that recur at specified intervals. A schedule can be linked to one or more jobs.

Accessing the Schedule List

To open the Schedules page:

1. Go to Navigate > Schedule > Schedules.

2. The Schedule List page displays all available schedules.
   
   

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The page provides options to:

• View existing schedules.

• Filter the list by name, owner, or visibility.

• Create, modify, or delete schedules.

Schedule List Page Overview

The Schedule List page includes the following columns:

• Schedule Name: The name of the schedule.

• Organization/Owner: The user and organization that owns the schedule.

• Frequency: How often the schedule runs (e.g., daily, weekly).

You can view up to 4000 schedules. By default, the first 500 entries are displayed. Use the Show dropdown to change the list size (100, 500, 1000, or 4000).

Filtering Schedules

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To refine the list, expand the Filters panel by clicking the filter icon or a filter label.

Filter options include:

• Schedule Name Contains: Enter part of the name to locate matching schedules (e.g., entering 2025 lists all schedules containing 2025).

• Select Owner: Choose the organization and user who owns the schedule.

• Private Owned By:

  • None: Hide all private schedules.

  • Selected User: Show private schedules owned by the selected user.

  • Selected Org: Show private schedules owned by users in the selected organization.

  • All: Show all private schedules.

• Public Owned By:

  • None: Hide all public schedules.

  • Selected User: Show public schedules created by the selected user.

  • Selected Org: Show public schedules created by users in the selected organization.

  • All: Show all public schedules.

After selecting filter criteria, click Apply to update the list.

Working with Schedule Entries

Schedules that match the filter criteria appear in the result area. Use pagination controls to navigate through the list.

To modify a schedule:

• Click on the schedule row to open it in the Schedule Details page.

To open the context menu for a schedule, click the Actions menu (ellipsis icon …) in the row. Available options include:

• Add Like: Creates a new schedule based on the selected schedule. The Schedule Details page opens with prefilled values. Change the Name and update details as required.

• Modify: Opens the selected schedule for editing.

• Delete: Removes the schedule.
  Note: You cannot delete a schedule that is currently associated with a job.

• Associated Job List: Opens a list of jobs linked to the selected schedule.

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