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cats:procedures:reportscheduler [2017/04/06 15:04] – jen | cats:procedures:reportscheduler [2019/11/11 16:47] (current) – jen | ||
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=====Report Scheduler===== | =====Report Scheduler===== | ||
- | {{entry> | ||
- | The report scheduler allows users to specify reports to be run on a schedule. (For example, running the open physical position report every morning.) | ||
+ | The report scheduler allows users to specify reports to be run on a schedule. (For example, running the open physical position report every morning.) | ||
+ | {{entry> | ||
Any report that can be designed and run from within CATS is available to be printed by the scheduler. | Any report that can be designed and run from within CATS is available to be printed by the scheduler. | ||
- | Access the report scheduler by choosing **File > Position Reports> Report Scheduler** from the main menu. | + | Access the report scheduler by choosing **File > Position Reports > Report Scheduler** from the main menu. |
[{{: | [{{: | ||
- | Modifying a report presents the same options as adding a new item. | ||
====Report Listing==== | ====Report Listing==== | ||
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When you enter the report scheduler, CATS will display a list of the currently scheduled reports. For regular users, this list will contain only items scheduled by that particular user. | When you enter the report scheduler, CATS will display a list of the currently scheduled reports. For regular users, this list will contain only items scheduled by that particular user. | ||
- | [{{: | + | [{{: |
The report listing displays the current status of each item, including the next scheduled run for the report, the last successful run, the result of the run and the output type. | The report listing displays the current status of each item, including the next scheduled run for the report, the last successful run, the result of the run and the output type. | ||
- | The report listing also displays a notice if the CATS report | + | Menu options for the report |
+ | * **New Item**: Create a new schedule. | ||
+ | * **Delete Item**: Delete an schedule. | ||
+ | * **Copy Item**: Copy a schedule item. | ||
+ | * **Refresh List**: Refresh | ||
+ | | ||
+ | * **Start | ||
+ | * **Exit**: Take you back to the main menu. | ||
+ | See below for more details on each option. | ||
====Adding a Report to the Schedule==== | ====Adding a Report to the Schedule==== | ||
- | To schedule a report, select | + | To schedule a report, select |
This will bring up an empty report scheduler item dialog. | This will bring up an empty report scheduler item dialog. | ||
- | [{{: | + | [{{: |
The report scheduler item has the following options: | The report scheduler item has the following options: | ||
+ | * **Report Selection**: | ||
+ | |||
+ | [{{: | ||
+ | |||
+ | Additional scheduler options are as follows: | ||
+ | * **Report**: This option will automatically fill in when you choose you report type. | ||
+ | * **Job Title**: This option will automatically fill in when you choose you report type. | ||
+ | * **Sharing**: | ||
+ | [{{: | ||
* **Enabled**: | * **Enabled**: | ||
- | | + | * **Schedule**: |
- | * **Type**: Use the drop-down to select the type of report. | + | |
- | * **Pick Report**: Click on the button to bring up a list of saved report formats for that report type. | + | |
- | | + | |
* **Next Run**: The calculated date and time that the report will next be run. | * **Next Run**: The calculated date and time that the report will next be run. | ||
* **Output**: the type of output for the report. | * **Output**: the type of output for the report. | ||
* **Printer**: | * **Printer**: | ||
* **HTML**: send the output to a file | * **HTML**: send the output to a file | ||
- | * **HTML**: create an HTML file. | ||
- | * **Excel**: create an Excel spreadsheet. | ||
- | * **Word**: create a Word document. | ||
- | * **PDF**: create a PDF document. | ||
* **CSV**: send the output to a CSV file. | * **CSV**: send the output to a CSV file. | ||
* **Transfer**: | * **Transfer**: | ||
+ | * **Save to**: This features allows you to save the report. | ||
- | Selecting an output of HTML or CSV will provide additional options to send the report as an attachment in an email. | + | <note warning> |
- | + | ||
- | <note warning> | + | |
</ | </ | ||
====Modifying a Scheduler Item==== | ====Modifying a Scheduler Item==== | ||
- | To modify a scheduler item, either | + | To modify a scheduler item, double-click on the item in the list. |
+ | [{{: | ||
+ | Modifying a report presents the same options as adding a new item. | ||
- | [{{: | ||
====Scheduling==== | ====Scheduling==== | ||
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To have the report sent as an email, select HTML or CSV as the output type and then enter the email address and subject line. To send to multiple addresses select the **...** button next to the Email field and enter a list of addresses separated by commas. | To have the report sent as an email, select HTML or CSV as the output type and then enter the email address and subject line. To send to multiple addresses select the **...** button next to the Email field and enter a list of addresses separated by commas. | ||
- | <note important> | + | [{{: |
+ | |||
+ | <note important> | ||
{{tag>" | {{tag>" |