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You are viewing an old revision of this post, from December 24, 2017 @ 06:01:18. See below for differences between this version and the current revision.

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
(c) To mark the copy of the mail to more than one person
  • 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  

Revision Differences

December 24, 2017 @ 06:01:18Current Revision
Title
Deleted: Scheduler Added: Feature - Scheduler for a report
Content
Unchanged:  Unchanged:  
Unchanged: <em><strong>What is a Scheduler?</strong></em>Unchanged: <em><strong>What is a Scheduler?</strong></em>
Unchanged: 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)Unchanged: 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)
Unchanged: 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.Unchanged: 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: <em><b>Steps for setting a scheduler:</b></em> Added: <b>Steps for setting a scheduler for a report:</b>
Deleted: <div dir="ltr">1. Selecting the report for which scheduler has to be set</div> Added: <div dir="ltr">1. Selection of the report for which the scheduler has to be set</div>
Deleted: <div dir="ltr">2. Action setting for the report Added: <div dir="ltr">2. Pre-settings to be done</div>
Deleted: 3. Starting the <span class="il">scheduler</span> ( as service ) 
Deleted: 4. Queue Reader/ <span class="il">Scheduler< /span>/Internet in server</div> 
 Added: <div dir="ltr">3.Setting of scheduler for the selected report</div>
 Added: <div dir="ltr">4.Start the scheduler</div>
Deleted: <div class="gmail_ extra"></div> Added: <div dir="ltr"></div>
Unchanged: Lets  take an example of setting a scheduler for a Late arrival report.Unchanged: Lets  take an example of setting a scheduler for a Late arrival report.
Unchanged: <strong>Step 1: Selection of the report (e.g., Late arrival)</strong>Unchanged: <strong>Step 1: Selection of the report (e.g., Late arrival)</strong>
Unchanged: <ul>Unchanged: <ul>
Deleted: <li>Payroll &gt; Reports &gt; Attendance &gt; Late arrival &gt; Settings &gt; Scheduler</li> Added: <li>Payroll &gt; Reports &gt; Attendance &gt; Late arrival</li>
 Added: </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>
 Added: <strong>(A) Setting of Scheduler for the selected report</strong>
 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>
Unchanged: </ul>Unchanged: </ul>
Deleted: &nbsp; 
Deleted: &nbsp; 
Unchanged: <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>Unchanged: <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: <strong>Step 2: Action setting for Late Arrival report</strong> Added: <strong> (B) Action setting  for Late Arrival report</strong>
Unchanged: (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>Unchanged: (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: (b) To specify the time of generation &amp; to specify the Email id of the person<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> 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>
Unchanged: <ul>Unchanged: <ul>
Unchanged: <li>Select the scheduler name as Daily 10.00AM</li>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 Action type as Report Mail</li>
Unchanged: <li>Select the Template as LATE ARRIVAL</li>Unchanged: <li>Select the Template as LATE ARRIVAL</li>
Unchanged: <li>Select the criteria configuration as late arrival</li>Unchanged: <li>Select the criteria configuration as late arrival</li>
Unchanged: <li>Select the Report Format as Late Arrival</li>Unchanged: <li>Select the Report Format as Late Arrival</li>
Unchanged: <li>Enter the mail id of the person to whom the report hast to be delivered.</li>Unchanged: <li>Enter the mail id of the person to whom the report hast to be delivered.</li>
Unchanged: <li>Click Save</li>Unchanged: <li>Click Save</li>
Unchanged: </ul>Unchanged: </ul>
Unchanged: (c) To mark the copy of the mail to more than one personUnchanged: (c) To mark the copy of the mail to more than one person
Unchanged: <ul>Unchanged: <ul>
Unchanged: <li>Click Advanced</li>Unchanged: <li>Click Advanced</li>
Unchanged: </ul>Unchanged: </ul>
Unchanged: &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: <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: <ul>
Unchanged: <li>Select the  To tab</li>Unchanged: <li>Select the  To tab</li>
Unchanged: <li>Select the Delivery type as Employee</li>Unchanged: <li>Select the Delivery type as Employee</li>
Unchanged: <li>Select the Employee Name to whom the report mail needs to be delivered</li>Unchanged: <li>Select the Employee Name to whom the report mail needs to be delivered</li>
Unchanged: <li>Click Save</li>Unchanged: <li>Click Save</li>
Unchanged: </ul>Unchanged: </ul>
Unchanged: &nbsp;Unchanged: &nbsp;
Unchanged: <ul>Unchanged: <ul>
Unchanged: <li>Select the Mail CC tab to set the scheduler mail as CC</li>Unchanged: <li>Select the Mail CC tab to set the scheduler mail as CC</li>
Unchanged: </ul>Unchanged: </ul>
Unchanged: &nbsp;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>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>
Unchanged: <ul>Unchanged: <ul>
Unchanged: <li>Select the  Mail CC tab</li>Unchanged: <li>Select the  Mail CC tab</li>
Unchanged: <li>Select the Delivery type as Employee</li>Unchanged: <li>Select the Delivery type as Employee</li>
Unchanged: <li>Select the Employee Name to whom you want to mark a copy of the mail</li>Unchanged: <li>Select the Employee Name to whom you want to mark a copy of the mail</li>
Unchanged: <li>Click Save</li>Unchanged: <li>Click Save</li>
Unchanged: </ul>Unchanged: </ul>
 Added: <strong>Step 4: Start the scheduler</strong>
Unchanged: &nbsp;Unchanged: &nbsp;

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