Schedules can be set up in Exchange Reporter Plus to run selected reports automatically at specified time intervals. Exchange Reporter Plus can also be configured to automatically send an email of these scheduled reports to one or more users.
The reports scheduled to run are generated and stored at a user defined storage path. These reports and can be e-mailed as a compressed zip file, a link or as an attachment in any of the listed formats - pdf, xls or csv.
To Schedule a New Report
Click on "Reports" Tab
Click on "Schedule New Reports" link to the top right corner of the product.(This will take you to "Schedule Report" page.
Enter the "Schedule Name" and the "Schedule Description" for the schedule in the respective Text boxes.
Select the "Organization Name" from the Drop Down.
Select "Report Category" from the dropdown.(This will populate Reports corresponding to the category selected).
Select the "Report" from the dropdown.
Click on the Radio button to Select the appropriate "Report Frequency".
Click on the "File Storage Option" link to enter the location at which Scheduled Reports will be stored.
Select the Report format from the dropdown.
Provide a check against "Email this scheduled Report" to email the scheduled report to inputted email address.
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Attribute |
Description |
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Schedule Name |
Enter a unique name to identify this schedule |
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Description |
Enter a description corresponding to the schedule name. |
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Organization Name |
Select the Organaization Name from the drop down. The Drop Down lists all configured Exchange Organizations. |
Scheduling a Report
Once the schedule name, its description and the Organization from where the schedule is to be run is defined, the actual schedule creation needs to be done. The Scheduler Creation section of Exchange Reporter Plus discusses about.
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Select a Report Category from the dropdown. Select the Report from the dropdown.(Only reports corresponding to the Report Category will be listed). | |
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The "Selected Reports" can be scheduled on a 'Hourly', 'Daily', 'Weekly' or 'Monthly' basis. The report is scheduled to run once for the frequency selected. | |
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The Scheduled Reports can be stored in 'pdf', 'xls', or 'csv' formats. They are stored at the "File Storage Path" entered by click on the "File Storage Path" link. | |
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The scheduled report can be e-mailed to any email-id entered in the "specify email address" box on providing a check against "Email this scheduled report". |
Exchange Reporter Plus allows you to select and run reports at scheduled times. The selection of all reports that are to be scheduled is done from the drop down.
Select a Report Category from the dropdown.
Select the Report from the dropdown.(Only reports corresponding to the Report Category will be listed).
Different schedules will require different frequencies to be selected and this is facilitated here. Exchange Reporter Plus allows to select the below frequencies.
The schedule can be selected for daily, weekly or hourly by selecting the respective radio buttons.
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Frequency |
Description |
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Hourly |
If you want to schedule this report to run every hour, enter the time after which this report has to run every one hour. |
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Daily |
If you want to schedule this report to run every day, enter the time at which this report has to run every day. With data being fetched 24 hours from time of schedule (or) The previous day (0:00 hours to 23:59 hours) |
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Weekly |
If you want to schedule this report to run every week, enter the date and time at which this report has to run every week. With data being fetched 7 days from day of schedule (or) The previous week (Monday to Sunday). |
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Monthly |
If you want to schedule this report to run every month, enter the day and time at which this report has to run every month. With data being fetched 30 days from day of schedule (or) The previous month (Day 1 to Day 30). |
Provided below are the steps to schedule an hourly report
"Selected Reports" or the "Schedule" will be scheduled to run once every hour.
To set the frequency of the schedule to "Hourly".
Select the "Hourly" Radio option under "Schedule Report Frequency"
Enter the Starting time for the Schedule. This schedule will be run on a Hourly basis from the start time selected.
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The Scheduled Reports can be stored in 'pdf', 'xls', or 'csv' formats by selecting the format of choice from the drop down.
They are stored at the "File Storage Path" entered by click on the "File Storage Path" link.
The default "File Storage Path" is ' %Product Home Folder%\webapps\erp\schedule-reports\ '. The user can change the storage path for the scheduled reports to any desired location.
Outside the product it is 'D:\Exchange Reporter Plus\schedule-reports\ '
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If you modify the default "File storage path", scheduled reports cannot be viewed through the web console. |
The scheduled report can be sent to any email-id entered in the text box "specify email address" on providing a check against "Email this scheduled report".
Email Notification requires
The "Message Settings" needs to be configured to define the text message and the format (link or attachment) in which the scheduled report will be delivered to a users email id.
To configure the "Message Settings"
Click on the "Message Settings" link under Email Notification
Select the options of your choice from the pop-up menu that is displayed.
Enter the Mail content Entering the " Subject" and "Message" in their respective boxes provided.
Click on OK.
Options selected to email or publish a scheduled report:
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Email Reports as an attachment |
Reports are emailed as an attachment. The format of choice is selected under "Schedule Report Format" and could be any of the slected formats pdf, csv, or xls. |
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Email Reports as a Zip File |
The selected reports are compressed to a zip format and emailed. |
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Publish the report and email the link alone |
Selecting this option the reports are published and the published link alone is emailed to users. |
To notify a scheduled report by email:
Provide a check against "Email this scheduled report" under Email Notification section.
Specify email address in the Text box that is displayed.
Click on save.
This will email the scheduled report in the desired format (selected under "message settings") to all entered email addresses.
