Feature – Scheduler for a report

What is a Scheduler? Scheduler is a feature which can be used to schedule a report to be generated through E mail at a specified time to the specified person at a specified frequency (daily/weekly/monthly) Schedulers are useful for reports like late arrival & early departure of employees , total sales and total cash collected etc. which need to be sent on a daily basis at a specified time to the specified person/s within or outside the organisation. Steps for setting a scheduler for a report:

1. Selection of the report for which the scheduler has to be set

2. Pre-settings to be done

3.Setting of scheduler for the selected report

4.Start the scheduler

Lets take an example of setting a scheduler for a Late arrival report. Step 1: Selection of the report (e.g., Late arrival)

Payroll > Reports > Attendance > Late arrival

Step 2: Pre-settings to be done: (A) Create a criteria configuration (.click here) (B) Create a Mail template (C) Time setting in scheduler screen Step 3: (A) Setting of Scheduler for the selected report

Click > Scheduler

(B) Action setting for Late Arrival report (a) To create or to add a new scheduler ,Click Add

(b) To specify the time of mail generation & to specify the Email id of the person

Select the scheduler name as Daily 10.00AM
Select the Action type as Report Mail
Select the Template as LATE ARRIVAL
Select the criteria configuration as late arrival
Select the Report Format as Late Arrival
Enter the mail id of the person to whom the report hast to be delivered.
Click Save

Click Advanced

Select the To tab
Select the Delivery type as Employee
Select the Employee Name to whom the report mail needs to be delivered
Click Save

Select the Mail CC tab to set the scheduler mail as CC

Select the Mail CC tab
Select the Delivery type as Employee
Select the Employee Name to whom you want to mark a copy of the mail
Click Save

Step 4: Start the scheduler

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September 11, 2018 @ 06:03:47 [Current Revision] by arul
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Revision Differences

December 24, 2017 @ 04:41:26	Current Revision
Title
Deleted: Scheduler	Added: Feature - Scheduler for a report

-Deleted: <a href="http:// help.goodbookserp.com/wp- content/uploads/ 2017/11/SCHDLR- LA5-1.png"><img class="alignnone size-medium wp-image-8812" src="http://help.goodbookserp.com/ wp-content/uploads/2017/11/ SCHDLR-LA5-1- 300x117.png" alt="" width="300" height="117" /></a>
+Added: &nbsp;
-Deleted: <strong>What is a Scheduler?</strong>
+Added: <em><strong>What is a Scheduler?</strong></em>
-Deleted: Scheduler is a feature  which can be used to schedule a report to be generated at a specified time as a mail /SMS  to  specified E mail ids/phone numbers at a specified frequency.
+Added: Scheduler is a feature  which can be used to schedule a report to be generated through E mail  at a specified time to  the specified person at a specified frequency (daily/weekly/monthly)
-Deleted: Schedulers are useful for  reports like like  late arrival, early departure, total sales, total cash collected etc.  which need to be sent on a daily basis at a specified time to the specified  persons within or outside the organisation.
+Added: Schedulers are useful for  reports like  late arrival &amp; early departure of employees , total sales and total cash collected etc.  which need to be sent on a daily basis at a specified time to the specified  person/s within or outside the organisation.
-Deleted: <strong>How to set a scheduler?</strong>
+Added: <b>Steps for setting a scheduler for a report:</b>
+Added: <div dir="ltr">1. Selection of the report for which the scheduler has to be set</div>
+Added: <div dir="ltr">2. Pre-settings to be done</div>
+Added: <div dir="ltr">3.Setting of scheduler for the selected report</div>
+Added: <div dir="ltr">4.Start the scheduler</div>
+Added: <div dir="ltr"></div>
 Unchanged: Lets  take an example of setting a scheduler for a Late arrival report.
-Deleted: Step 1: Selection of the report for which the scheduler is to be set
+Added: <strong>Step 1: Selection of the report (e.g., Late arrival)</strong>
 Unchanged: <ul>
-Deleted:  <li>Select the report (Late arrival)</li>
+Added:  <li>Payroll &gt; Reports &gt; Attendance &gt; Late arrival</li>
-Deleted:  <li>Under settings Click Scheduler</li>
 Unchanged: </ul>
+Added: <b>Step 2: Pre-settings  to be done:</b>
+Added: (A) Create a criteria configuration (.<a href="http:// help.goodbookserp.com/ ?p=8910">click here)</a>
+Added: (B) Create a Mail template
+Added: (C) Time setting in scheduler screen
+Added: <strong>Step 3:</strong>
-Deleted: Payroll &gt; Reports &gt; Attendance &gt; Late arrival &gt; Settings &gt; Scheduler
+Added: <strong>(A) Setting of Scheduler for the selected report</strong>
-Deleted: &nbsp;
+Added: <ul>
+Added:  <li>Click  <a href="http:// help.goodbookserp.com/wp- content/uploads/ 2017/11/SCHDLR8.png"><img class="alignnone size-full wp-image-8867" src="http://help.goodbookserp.com/ wp-content/uploads/2017/11/ SCHDLR8.png" alt="" width="37" height="20" /></a> &gt; Scheduler</li>
+Added: </ul>
-Deleted: <a href="http:// help.goodbookserp.com/wp- content/uploads/ 2017/11/SCHDLR- LA1.png"><img class="alignnone wp-image-8663 size-full" src="http://help.goodbookserp.com/ wp-content/uploads/2017/11/ SCHDLR-LA1.png" alt="" width="1241" height="441" /></a>
+Added: <strong><a href="http:// help.goodbookserp.com/wp- content/uploads/ 2017/11/SCHDLR- LA1.png"><img class="alignnone wp-image-8663 size-full" src="http://help.goodbookserp.com/ wp-content/uploads/2017/11/ SCHDLR-LA1.png" alt="" width="1241" height="441" /></a></strong>
-Deleted: Step 2: Creation of Scheduler
-Deleted: To create or to add a new scheduler ,Click Add
-Deleted: <a href="http:// help.goodbookserp.com/wp- content/uploads/ 2017/11/SCHDLR- LA2.png"><img class="alignnone wp-image-8664 size-full" src="http://help.goodbookserp.com/ wp-content/uploads/2017/11/ SCHDLR-LA2.png" alt="" width="1278" height="230" /></a>
-Deleted: Step 3: Setting  the actions to be performed
+Added: <strong> (B) Action setting  for Late Arrival report</strong>
+Added: (a) To create or to add a new scheduler ,Click Add<a href="http:// help.goodbookserp.com/wp- content/uploads/ 2017/11/SCHDLR- LA2.png"><img class="alignnone wp-image-8664 size-full" src="http://help.goodbookserp.com/ wp-content/uploads/2017/11/ SCHDLR-LA2.png" alt="" width="1278" height="230" /></a>
+Added: (b) To specify the time of mail generation &amp; to specify the Email id of the person
-Deleted: <a href="http:// help.goodbookserp.com/wp- content/uploads/ 2017/11/SCHDLR- LA4-2.png"><img class="alignnone wp-image-8816 size-full" src="http://help.goodbookserp.com/ wp-content/uploads/2017/11/ SCHDLR-LA4-2.png" alt="" width="547" height="441" /></a>
+Added: <strong><a href="http:// help.goodbookserp.com/wp- content/uploads/ 2017/11/SCHDLR- LA4-2.png"><img class="alignnone wp-image-8816 size-full" src="http://help.goodbookserp.com/ wp-content/uploads/2017/11/ SCHDLR-LA4-2.png" alt="" width="547" height="441" /></a></strong>
-Deleted: &nbsp;
-Deleted: &nbsp;
 Unchanged: <ul>
 Unchanged:  <li>Select the scheduler name as Daily 10.00AM</li>
 Unchanged:  <li>Select the Action type as Report Mail</li>
 Unchanged:  <li>Select the Template as LATE ARRIVAL</li>
 Unchanged:  <li>Select the criteria configuration as late arrival</li>
 Unchanged:  <li>Select the Report Format as Late Arrival</li>
-Deleted:  <li>Enter the mail id to which the report hast to be delivered.</li>
+Added:  <li>Enter the mail id of the person to whom the report hast to be delivered.</li>
+Added:  <li>Click Save</li>
 Unchanged: </ul>
-Deleted: Step 4: Marking a copy of the scheduler mail
+Added: (c) To mark the copy of the mail to more than one person
 Unchanged: <ul>
 Unchanged:  <li>Click Advanced</li>
 Unchanged: </ul>
-Deleted: &nbsp;
 Unchanged: &nbsp;
 Unchanged: <a href="http:// help.goodbookserp.com/wp- content/uploads/ 2017/11/SCHDLR- LA5-2.png"><img class="alignnone wp-image-8813 size-full" src="http://help.goodbookserp.com/ wp-content/uploads/2017/11/ SCHDLR-LA5-2.png" alt="" width="432" height="169" /></a>
 Unchanged: <ul>
 Unchanged:  <li>Select the  To tab</li>
 Unchanged:  <li>Select the Delivery type as Employee</li>
-Deleted:  <li>Select the Employee Name to whom the report mail needs to be deliver</li>
+Added:  <li>Select the Employee Name to whom the report mail needs to be delivered</li>
+Added:  <li>Click Save</li>
 Unchanged: </ul>
 Unchanged: &nbsp;
 Unchanged: <ul>
 Unchanged:  <li>Select the Mail CC tab to set the scheduler mail as CC</li>
 Unchanged: </ul>
 Unchanged: &nbsp;
 Unchanged: <a href="http:// help.goodbookserp.com/wp- content/uploads/ 2017/11/SCHDLR- LA6.png"><img class="alignnone wp-image-8814 size-full" src="http://help.goodbookserp.com/ wp-content/uploads/2017/11/ SCHDLR-LA6.png" alt="" width="435" height="168" /></a>
+Added: <ul>
+Added:  <li>Select the  Mail CC tab</li>
+Added:  <li>Select the Delivery type as Employee</li>
+Added:  <li>Select the Employee Name to whom you want to mark a copy of the mail</li>
+Added:  <li>Click Save</li>
+Added: </ul>
+Added: <strong>Step 4: Start the scheduler</strong>
 Unchanged: &nbsp;

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