| Both sides previous revision Previous revision Next revision | Previous revision |
| cats:procedures:reportscheduler [2017/04/20 14:33] – jen | cats:procedures:reportscheduler [2019/11/11 16:47] (current) – jen |
|---|
| =====Report Scheduler===== | =====Report Scheduler===== |
| {{entry>0;Report Scheduler;-}} | |
| 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>0;Report Scheduler;-}} |
| 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. |
| |
| This will bring up an empty report scheduler item dialog. | This will bring up an empty report scheduler item dialog. |
| |
| [{{:cats:procedures:reportscheduler_scheduleritem.png?|An empty report scheduler item}}] | [{{:cats:procedures:reportscheduler_item.png?|An empty report scheduler item}}] |
| |
| The report scheduler item has the following options: | The report scheduler item has the following options: |
| * **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**:Allows control over what users can see or edit this report scheduler item. | * **Sharing**:Allows control over what users can see or edit this report scheduler item. |
| [{{:cats:procedures:reportscheduler_sharing.png?|Allows control over users to see or edit report.}}] | [{{:cats:procedures:reportscheduler_sharing.png?|Allows control over users to see or edit report}}] |
| * **Enabled**: Uncheck this box to disable a scheduler item. | * **Enabled**: Uncheck this box to disable a scheduler item. |
| * **Schedule**: Use this area to specify the interval for printing the reports. Reports can be scheduled on a recurring basis (Daily, Weekly, Monthly, Yearly or Custom) or set to be run Manually. | * **Schedule**: Use this area to specify the interval for printing the reports. Reports can be scheduled on a recurring basis (Daily, Weekly, Monthly, Yearly or Custom) or set to be run Manually. |
| * **CSV**: send the output to a CSV file. | * **CSV**: send the output to a CSV file. |
| * **Transfer**: send the output to a transfer file that can be printed to a printer later. | * **Transfer**: send the output to a transfer file that can be printed to a printer later. |
| | * **Save to**: This features allows you to save the report. |
| |
| <note warning>Disabled reports will never run. You can disable/enable a report by toggling the box at the top right labeled **Enabled**. You should update the //Next run// value for any reports that have been disabled. | <note warning>Disabled reports will never run. You can disable/enable a report by toggling the box at the right labeled **Enabled**. You should update the //Next run// value for any reports that have been disabled. |
| </note> | </note> |
| |
| [{{:cats:procedures:reportscheduler_emailreport.png?|Send report as email attachment}}] | [{{:cats:procedures:reportscheduler_emailreport.png?|Send report as email attachment}}] |
| |
| <note important>Sending reports as email attachments requires the CATS email notification service.</note> | <note important>Sending reports as email attachments requires the CATS email notification service.See [[cats:procedures:maintenance:trackingnotifications|]].</note> |
| |
| {{tag>"report listing" "add report to schedule" "scheduling"}} | {{tag>"report listing" "add report to schedule" "scheduling"}} |