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Both sides previous revision Previous revision Next revision | Previous revision | ||
cats:procedures:reportscheduler [2017/04/06 15:39] – 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. | ||
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[{{: | [{{: | ||
- | Modifying a report presents the same options as adding a new item. | ||
====Report Listing==== | ====Report Listing==== | ||
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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==== | ||
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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: | ||
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* **Job Title**: 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**: | * **Sharing**: | ||
+ | [{{: | ||
* **Enabled**: | * **Enabled**: | ||
* **Schedule**: | * **Schedule**: | ||
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* **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. | ||
- | <note warning> | + | <note warning> |
</ | </ | ||
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To modify a scheduler item, double-click on the item in the list. | 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>" |