If you are experiencing issues with scheduled reports not being delivered via email, please follow these troubleshooting steps to identify and resolve the problem.
Prerequisites
- SMTP Mail Settings: Confirm that the correct SMTP mail settings have been entered. Navigate to Admin -> Mail Settings to verify.
- User Email Configuration: Ensure the user assigned to receive the report has a valid email address defined in their user account. You can confirm this by editing the user via Admin -> Permissions or, if logged in as the user, checking My profile.
Report Results Check
The scheduler will not send out an email if the report produces no results. Please check the following:
- Run the Report Manually: Log in as the user who is supposed to receive the report. Run the report manually to confirm the user has permission to see the report and the report produces results (and no 0 records or no data)
- Check User Permissions: If the user cannot see the report in their library, they may lack proper permissions for the report folder or the report itself, preventing the scheduler from running it in the user's context.
- Data Security Policy: If the user can see the report but always receives 0 results, check if there is an Admin -> Data Security policy applied that might be restricting access to expected results.
Additional Troubleshooting Steps
- Test Mail Settings: To verify SMTP settings, select a default data grid report from the library. Select Export in the actions and select Export to Email. This method bypasses the scheduler and if nothing is received it is most likely the mail gateway settings.
- Check for Duplicate Entries in Database: If you have migrated your server from another host, you may have duplicate entries in the Yurbi database table. Connect to the Yurbi backed database and run SELECT * FROM schservices; There should only be 1 entry in this table and it should be your current hostname. Remove any additional.
- Issues with Specific Report Types: If scheduled reports are saved as default data grids but not as dashboards, charts, aggregate grids, or advanced pivot grids, there may be a configuration issue with Node or Puppeteer on your server. Please contact support with the requested information for further diagnosis.
If Issues Persist
If none of the above steps resolve the issue, try the following:
- Delete Log Files: Remove all log files located in c:\program files\yurbi\logs for windows and /var/yurbi/logs for linux.
- Reschedule Reports: Schedule one or more reports and set the delivery date to yesterday (a past date will trigger immediate sending).
- Wait and Report: After scheduling, wait approximately 5 minutes. If you do not receive the email, zip up the entire LOGS directory and email it to [email protected].