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Configuring report scheduling

 

Prerequisites

  • Access to the Configuration > Customize > Report (CM027) menu.
  • Previously created report.

 

Introduction

SoftExpert Suite allows for scheduling the generation of reports. The scheduling location will vary according to the report type:

System and Customized

1. Access the component and the menu in which reports can be generated. It is also possible to view this information through the Menu tab on the report data screen.

2. Click on the arrow next to the button and select the desired report.

3. On the viewer screen that will open, click on the Schedule option.

New

1. Access the Configuration > Customize > Report (CM027) menu.

2. In the list of records, select the desired report and click on the button.

3. On the screen that will open, access the Scheduling tab.

4. From the side toolbar, click on the button.

For the report to be generated, there must be at least one default report defined in the configurations.

 

 

Scheduling report generation

Additonal scheduling information

General

Frequency: select how often the scheduling will be executed.

  • No recurrence: the scheduling will be executed only once, that is, it will not repeat.
  • Hour(s)/Minute(s): the scheduling will be executed at intervals of hours or minutes. Enter the desired interval in the every _ hh:mm field. For example: every 01:15, every 00:30, every 03:00, etc.  

    It is not possible to select a period shorter than 15 minutes for the scheduling.

     
  • Daily: the scheduling will be executed at intervals of days. Enter the desired interval in the every _ day(s), field. For example: every 2 days, every 5 days, etc.
  • Weekly: the scheduling will be executed on specific days of the week. In the Week days field, check the days on which the scheduling must be executed. For example: every Monday, Wednesday, and Friday.
  • Monthly: the scheduling will be executed in certain months of the year. In the Months field, check the desired months in which the scheduling must be executed. For example: March, June, September, and November.

End of recurrence: select how the scheduling execution will end.

  • No end date: the recurrence of the scheduling execution will have no defined end.
  • Ends after: the scheduling execution ends after a certain number of occurrences. In the Occurrences field, enter the limit number of occurrences for the scheduling execution.
  • Ends on: the scheduling execution ends on a certain date. In the Date field, select the day, month, and year when the scheduling execution will end.

If the Delete after finishing scheduling option is not checked, the scheduling record will not be deleted after its execution ends and will be shown on the list of records.

 

Configuration

This tab will display the parameters configured in the Parameter tab of the report data screen in order for them to be passed on to the report when it is generated. 

For example, a user report needs to be generated, but its code needs to be inserted. To this end, this parameter will be saved in the scheduling, but can be edited.

 

Notified user

Notify: select one of the options to define the e-mail addressees.

  • Department: users from a certain department of the organization will be the addressees.
  • Position: users holding a certain position in the organization will be the addressees.
  • Department/Position: users from a certain department of the organization and holding a specific position will be the addressees.
  • User: a specific user will be the addressee.
  • Team: the members of a team created in the system will be the e-mail addressees.

 

History

This tab displays the scheduling execution log. Use the Status, Start date, and End date fields to filter the log records.

The execution follows the recurrence frequency configured in the General tab. 

The side toolbar has the following buttons available:

Click on this button to view the generated error log. Select the desired record before clicking on this button.
Click on this button to see the description of the possible situations for the execution referring to the sending of the report by e-mail.
 
 

In order for users to receive the generated report via e-mail, e-mail notifications must be properly configured in the E-mail notification (CM022) menu.

 

 

Conclusion

All done! Now you know how to schedule report generation in SoftExpert Suite.


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