Report Scheduler-How to schedule a Report?

Scheduler or Report Scheduler A Scheduler means as the name suggests is a feature or a setting that helps us schedule something to be done at a particular time, Benefits of a scheduler: A scheduler can be used for the following purposes.

Schedule a Report mail to be generated at a particular time to the specified set of people - Scheduler Mail e.g., A Late Arrival report to be generated to the HR Manager & the CEO of the company.
Schedule an Event mail to be generated or SMS to be generated when an action is done to specified persons-Alert Mail e.g., When a leave /permission request is submitted a mail is generated to the requester and the approver or when a cheque is issued or When a complaint call is registered and assigned to someone, email gets generated to both the Incharge who receives the complaint and the assignee also.
Schedule a job to be done at a specified time (Job scheduler)

How to set a scheduler mail? How to create the dynamic report views? (A) Naming the scheduler (B) Scheduling (C) Scheduler restarting (A) NAMING: Path: Module > Reports > Select the specific report> 1.Go to the specific report for which a scheduler needs to be created and click on the found on the top right of the screen. For e.g., HRMS Module> Late Arrival Report The report gets displayed on the screen, and click the

The Lightbox Filter for Late arrival appears. The Filter tab is selected by default.

(b) Select the OU from the picklist (c)Select the Department as Development (e) select the Late type from the picklist (f) Select Include grace time as YES

(g)Select the reporting person from the picklist Go to the Period Tab (a) Select the DTD

Go to the Configuration tab

(a) Enter the Configuration Name. (b) Share the settings with everyone - select. (c) Click Save. (d) Wait till the popup message appears to confirm that the Criteria has been created successfully (B) SCHEDULING: Path: Module > Reports > Select the specific report >> Scheduler 1.Go to the specific report for which a scheduler needs to be created and click on tools

button found on the top right of the screen. For e.g., HRMS Module> Late Arrival Report The report gets displayed on the screen and Click

2.Click the scheduler the lightbox 'Action setting for the report 'is displayed. This will contain the list of scheduler reports which were already set. 3.To set a new scheduler click Add another lightbox appears where you can enter the required information for setting the new scheduler (a) Scheduler name: Select the scheduler Name from the picklist which is already available n the system. fo e.g., Daily 7 AM (b)Action Type: Select the action type from the picklist

SIMPLE MAIL - A mail without an attachment
SMS - Message to the mobile no. given
REPORT MAIL- A mail with a report as an attachment

(c) Select the Report Mail Click on the Condition button so that you set the condition for generating this mail. E.g. Only For invoices above value X, mail can be generated by choosing the appropriate condition here. This is usually available already and all you have to do is select the right option. For reference, you can even type the condition in the Eval Condition field.

(d)Template: Select the mail template from the picklist which is already available. This is the format of the scheduler mail that is being set for the report.

(e)Report: Here the name of the report which has been selected to set scheduler is automatically generated. Don't make any changes (f)Criteria Configuration Select the one created in the Naming step. Criteria configuration simply refers to the filter configuration that you have saved for your reports. You select the required one here.

(g) Report Format This is also a reference field that is not to be edited. The current report format of this report will be shown here.

In this field, type the mail ID of the recipient here. But this may not suffice in certain instances. So you should click on the Advanced button.

In the Delivery type, select the type of recipient here. E.g. If it is an employee, you can simply select the employee. But when it is a role, the mail will be sent to all the persons belonging to that role.

Reply To should have the email ID of the responder. There is also the Mail CC (carbon copy) tab letting you define who all should receive a cc of the mail. Likewise, the same details can be set for the Mail BCC tab.

Contents

Revisions

June 15, 2021 @ 11:00:44 [Current Revision] by vv
June 15, 2021 @ 11:00:44 by arul
June 15, 2021 @ 11:00:39 [Autosave] by arul
June 12, 2021 @ 13:08:29 by arul
June 12, 2021 @ 11:41:28 by arul
December 18, 2015 @ 12:35:41 by vv
December 18, 2015 @ 12:34:57 [Autosave] by vv
December 18, 2015 @ 12:27:49 by vv
December 12, 2015 @ 08:06:23 by vv
December 12, 2015 @ 07:57:09 by vv
December 12, 2015 @ 07:28:24 by vv
December 12, 2015 @ 05:21:45 by vv
December 12, 2015 @ 04:57:57 by vv
December 11, 2015 @ 13:43:49 by vv
December 11, 2015 @ 13:11:24 by vv

Revision Differences

June 12, 2021 @ 11:41:28	Current Revision
Title
Deleted: Report Scheduler~~-How to schedule a Report?~~	Added: Report Scheduler

-Deleted: <strong>What is a Scheduler ? or Report Scheduler?</strong>
+Added: <strong>Scheduler or Report Scheduler</strong>
-Deleted: <strong>A Scheduler</strong>  means as the name suggests is a feature or a setting  which helps us schedule something  to be done on a particular time ,
+Added: <strong>A Scheduler</strong>  means as the name suggests is a feature or a setting that helps us schedule something  to be done at a particular time,
 Unchanged: <strong>Benefits of a scheduler: </strong>A scheduler can be used for the following purposes.
 Unchanged: <ol>
-Deleted:  <li>Schedule a Report mail to be generated on a particular time to the specified set of people - Scheduler Mail e.g., A Late Arrival report to be generated to the HR Manager &amp; the CEO of the company.</li>
+Added:  <li>Schedule a Report mail to be generated at a particular time to the specified set of people - Scheduler Mail e.g., A Late Arrival report to be generated to the HR Manager &amp; the CEO of the company.</li>
-Deleted:  <li>Schedule an Event mail to be generated or SMS to be generated when an action is done to specified persons-Alert Mail e.g.,When a leave /permission request is submitted a mail is generated to the requester and the approver or when a cheque is issued or When a complaint call is registered and assigned to someone, email gets generated to both the Incharge who  receives the complaint and the assignee also.</li>
+Added:  <li>Schedule an Event mail to be generated or SMS to be generated when an action is done to specified persons-Alert Mail e.g., When a leave /permission request is submitted a mail is generated to the requester and the approver or when a cheque is issued or When a complaint call is registered and assigned to someone, email gets generated to both the Incharge who receives the complaint and the assignee also.</li>
-Deleted:  <li>Schedule a job to be done at specified time (Job scheduler)</li>
+Added:  <li>Schedule a job to be done at a specified time (Job scheduler)</li>
 Unchanged: </ol>
-Deleted: .How to set a scheduler mail ?
+Added: How to set a scheduler mail?
 Unchanged: <strong>How to create the dynamic report views?</strong>
 Unchanged: (A) Naming the scheduler
 Unchanged: (B) Scheduling
 Unchanged: (C) Scheduler restarting
 Unchanged: (A) NAMING:
-Deleted: <strong>Path:  Module &gt; Reports &gt; Select the specific report&gt; <span style="color: #ff0000;">FILTER ICON</span></strong>
+Added: <strong>Path:  Module &gt; Reports &gt; Select the specific report&gt; <a href="https:/ /help.goodbookserp.com/wp- content/uploads/ 2015/12/View_ 01.png"><img class="alignnone size-full wp-image-13955" src="https:// help.goodbookserp.com/wp- content/uploads/ 2015/12/View_01.png" alt="" width="50" height="28" /></a></strong>
 Unchanged: &nbsp;
+Added: 1.Go to the specific report for which a scheduler needs to be created and click on the <strong><a href="https:/ /help.goodbookserp.com/wp- content/uploads/ 2015/12/View_ 01.png"><img class="alignnone size-full wp-image-13955" src="https:// help.goodbookserp.com/wp- content/uploads/ 2015/12/View_01.png" alt="" width="50" height="28" /></a></strong>found on the top right of the screen.
+Added: For e.g., HRMS Module&gt; Late Arrival Report The report gets displayed on the screen, and click the <strong><a href="https:/ /help.goodbookserp.com/wp- content/uploads/ 2015/12/View_ 01.png"><img class="alignnone size-full wp-image-13955" src="https:// help.goodbookserp.com/wp- content/uploads/ 2015/12/View_01.png" alt="" width="50" height="28" /></a></strong>
-Deleted: 1.Go to the specific report for which a scheduler  needs to be created and click on the <span style="color: #ff0000;">Filter icon </span>found on the top right of the screen.
+Added: <a href="https:/ /help.goodbookserp.com/wp- content/uploads/ 2015/12/View_ 02.png"><img class="size-full wp-image-13956 aligncenter" src="https:// help.goodbookserp.com/wp- content/uploads/ 2015/12/View_02.png" alt="" width="158" height="365" /></a>
-Deleted: For e.g., HRMS Module&gt; Late Arrival Report The report gets displayed on the screen and Click <span style="color: #ff0000;">Filter icon</span>
-Deleted: **********screenshot with Scheduler being highlighted *********
 Unchanged: The Lightbox Filter for Late arrival appears.
 Unchanged: The <strong>Filter tab</strong> is selected by default.
-Deleted: ********full screen shot********
+Added: <a href="https:/ /help.goodbookserp.com/wp- content/uploads/ 2015/12/View_ 04.png"><img class="alignnone size-full wp-image-13957" src="https:// help.goodbookserp.com/wp- content/uploads/ 2015/12/View_04.png" alt="" width="729" height="636" /></a>
 Unchanged: (b) Select the OU from the picklist
 Unchanged: (c)Select the Department as Development
-Deleted: (e) select the Late type from the pick list
+Added: (e) select the Late type from the picklist
 Unchanged: (f) Select Include grace time as YES
-Deleted: *******screen shot******
+Added: <a href="https:/ /help.goodbookserp.com/wp- content/uploads/ 2015/12/View_ 05.png"><img class="alignnone size-full wp-image-13958" src="https:// help.goodbookserp.com/wp- content/uploads/ 2015/12/View_05.png" alt="" width="912" height="105" /></a>
-Deleted: (g)Select the reporting person from the pick list
+Added: (g)Select the reporting person from the picklist
 Unchanged: Go to the <strong>Period Tab</strong>
-Deleted: (a0 Select the <strong>DTD</strong>
+Added: (a) Select the <strong>DTD</strong>
-Deleted: ********screen shot*******
+Added: <a href="https:/ /help.goodbookserp.com/wp- content/uploads/ 2015/12/View_ 06.png"><img class="alignnone size-full wp-image-13959" src="https:// help.goodbookserp.com/wp- content/uploads/ 2015/12/View_06.png" alt="" width="750" height="324" /></a>
-Deleted: Go the the <strong>Configuration</strong> tab
+Added: Go to the <strong> Configuration</strong> tab
-Deleted: *******screenshot
-Deleted: &nbsp;
+Added: <a href="https:/ /help.goodbookserp.com/wp- content/uploads/ 2015/12/View_ 07.png"><img class="alignnone size-full wp-image-13960" src="https:// help.goodbookserp.com/wp- content/uploads/ 2015/12/View_07.png" alt="" width="746" height="257" /></a>
-Deleted: (a) enter the Configuration Name
+Added: (a) Enter the Configuration Name.
-Deleted: (b) Share the settings with everyone - select
+Added: (b) Share the settings with everyone - select.
-Deleted: (c)Click Save
+Added: (c) Click Save.
-Deleted: (d) Wait till the popup message appears to confirm that he Criteria has been created successfully
+Added: (d) Wait till the popup message appears to confirm that the Criteria has been created successfully
 Unchanged: <strong>(B) SCHEDULING:</strong>
 Unchanged: <strong>Path:  Module &gt; Reports &gt; Select the specific report &gt;<a href="http:// help.goodbookserp.com/wp- content/uploads/ 2015/12/settings.png"><img class="alignnone size-full wp-image-5788" src="http://help.goodbookserp.com/ wp-content/uploads/2015/12/ settings.png" alt="settings" width="41" height="20" /></a>&gt; Scheduler</strong>
-Deleted: 1.Go to the specific report for which a scheduler  needs to be created and click on tools <a href="http:// help.goodbookserp.com/wp- content/uploads/ 2015/12/settings.png"><img class="alignnone size-full wp-image-5788" src="http://help.goodbookserp.com/ wp-content/uploads/2015/12/ settings.png" alt="settings" width="41" height="20" /></a> button found on the top right of the screen.
+Added: 1.Go to the specific report for which a scheduler needs to be created and click on tools <a href="http:// help.goodbookserp.com/wp- content/uploads/ 2015/12/settings.png"><img class="alignnone size-full wp-image-5788" src="http://help.goodbookserp.com/ wp-content/uploads/2015/12/ settings.png" alt="settings" width="41" height="20" /></a> button found on the top right of the screen.
 Unchanged: For e.g., HRMS Module&gt; Late Arrival Report The report gets displayed on the screen and Click <a href="http:// help.goodbookserp.com/wp- content/uploads/ 2015/12/settings.png"><img class="alignnone size-full wp-image-5788" src="http://help.goodbookserp.com/ wp-content/uploads/2015/12/ settings.png" alt="settings" width="41" height="20" /></a>
-Deleted: **********screenshot with Scheduler being highlighted *********
+Added: <a href="https:/ /help.goodbookserp.com/wp- content/uploads/ 2015/12/View_ 02.png"><img class="size-full wp-image-13956 aligncenter" src="https:// help.goodbookserp.com/wp- content/uploads/ 2015/12/View_02.png" alt="" width="158" height="365" /></a>
-Deleted: 2.Click the  <strong>scheduler </strong>the light box '<strong>Action setting for the report '</strong>is displayed. This will contain the list of scheduler reports which were already set.
+Added: 2.Click the <strong>scheduler </strong>the lightbox '<strong>Action setting for the report '</strong>is displayed. This will contain the list of scheduler reports which were already set.
-Deleted: 3.To set a new scheduler click <strong>Add </strong>another light box appears where you can enter the required information for setting the new scheduler
+Added: 3.To set a new scheduler click <strong>Add </strong>another lightbox appears where you can enter the required information for setting the new scheduler
-Deleted: (a) Scheduler name: Select the scheduler Name from the pick list which is already available n the system . fo e.g., Daily 7 AM
+Added: (a) Scheduler name: Select the scheduler Name from the picklist which is already available n the system. fo e.g., Daily 7 AM
-Deleted: <strong>(b)Action Type : Select the action type from the pick list </strong>
+Added: <strong>(b)Action Type: Select the action type from the picklist </strong>
-Deleted: **************screenshot************
+Added: <a href="https:/ /help.goodbookserp.com/wp- content/uploads/ 2015/12/View_ 08.png"><img class="alignnone size-full wp-image-13962" src="https:// help.goodbookserp.com/wp- content/uploads/ 2015/12/View_08.png" alt="" width="422" height="98" /></a>
 Unchanged: <ul>
 Unchanged:  <li>SIMPLE MAIL - A mail without an attachment</li>
 Unchanged:  <li>SMS - Message to the mobile no. given</li>
 Unchanged:  <li>REPORT MAIL- A mail with a report as an attachment</li>
 Unchanged: </ul>
 Unchanged: &nbsp;
 Unchanged: (c) Select the Report Mail
-Deleted: Click on the <strong>Condition </strong>button so that you set the condition for generating this mail. E.g. Only For invoices above value X, mail can be generated by choosing the appropriate condition here. This is usually available already and all you have to do is select the right option. For reference you can even type the condition in Eval Condition field
+Added: Click on the <strong>Condition </strong>button so that you set the condition for generating this mail. E.g. Only For invoices above value X, mail can be generated by choosing the appropriate condition here. This is usually available already and all you have to do is select the right option. For reference, you can even type the condition in the Eval Condition field.
+Added: <a href="https:/ /help.goodbookserp.com/wp- content/uploads/ 2015/12/View_ 10.png"><img class="alignnone size-full wp-image-13964" src="https:// help.goodbookserp.com/wp- content/uploads/ 2015/12/View_10.png" alt="" width="442" height="76" /></a>
-Deleted: <strong>(d)Template: </strong>Select the mail template from the pick list which is already available .This  is the format of the  scheduler mail that is being set for the report.
+Added: <strong>(d)Template: </strong>Select the mail template from the picklist which is already available. This is the format of the scheduler mail that is being set for the report.
+Added: <a href="https:/ /help.goodbookserp.com/wp- content/uploads/ 2015/12/View_ 09.png"><img class="alignnone size-full wp-image-13963" src="https:// help.goodbookserp.com/wp- content/uploads/ 2015/12/View_09.png" alt="" width="494" height="268" /></a>
 Unchanged: <strong>(e)Report: </strong>Here the name of the report which has been selected to set scheduler is automatically generated. Don't make any changes
 Unchanged: (f)<strong>Criteria Configuration</strong>
-Deleted: Select the one created in the Naming step.Criteria configuration simply refers to the filter configuration that you have saved for your reports. You select the required one here.
+Added: Select the one created in the Naming step. Criteria configuration simply refers to the filter configuration that you have saved for your reports. You select the required one here.
+Added: <a href="https:/ /help.goodbookserp.com/wp- content/uploads/ 2015/12/View_ 11.png"><img class="size-full wp-image-13965 aligncenter" src="https:// help.goodbookserp.com/wp- content/uploads/ 2015/12/View_11.png" alt="" width="370" height="204" /></a>
 Unchanged: <strong>(g) Report Format</strong>
 Unchanged: This is also a reference field that is not to be edited. The current report format of this report will be shown here.
+Added: <a href="https:/ /help.goodbookserp.com/wp- content/uploads/ 2015/12/View_ 12.png"><img class="size-full wp-image-13966 aligncenter" src="https:// help.goodbookserp.com/wp- content/uploads/ 2015/12/View_12.png" alt="" width="359" height="228" /></a>
 Unchanged: <ul>
 Unchanged:  <li><strong>To< /strong></li>
 Unchanged: </ul>
-Deleted: In this field, type the mail ID of the recipient here. But this may not suffice in certain instances. So you should click on <strong>Advanced< /strong> button.
+Added: In this field, type the mail ID of the recipient here. But this may not suffice in certain instances. So you should click on the <strong> Advanced</strong> button.
+Added: <a href="https:/ /help.goodbookserp.com/wp- content/uploads/ 2015/12/View_ 13.png"><img class="size-full wp-image-13967 aligncenter" src="https:// help.goodbookserp.com/wp- content/uploads/ 2015/12/View_13.png" alt="" width="513" height="210" /></a>
-Deleted: In the <strong>Delivery type, </strong>select the type of recipient here. E.g. If it is an <strong>employee</strong>, you can simply select the employee. But when it is <strong>role</strong>, the mail will be sent to all the persons belonging to that role.
+Added: In the <strong>Delivery type, </strong>select the type of recipient here. E.g. If it is an <strong>employee</strong>, you can simply select the employee. But when it is a <strong>role</strong>, the mail will be sent to all the persons belonging to that role.
+Added: <a href="https:/ /help.goodbookserp.com/wp- content/uploads/ 2015/12/View_ 14.png"><img class="size-full wp-image-13968 aligncenter" src="https:// help.goodbookserp.com/wp- content/uploads/ 2015/12/View_14.png" alt="" width="297" height="185" /></a>
 Unchanged: <strong>Reply To </strong>should have the email ID of the responder.
-Deleted: There is also the <strong>Mail CC</strong> (carbon copy) tab letting you define who all should receive a cc of the mail. Likewise the same details can be set for <strong>Mail BCC</strong> tab.
+Added: There is also the <strong>Mail CC</strong> (carbon copy) tab letting you define who all should receive a cc of the mail. Likewise, the same details can be set for the <strong>Mail BCC</strong> tab.
-Deleted: Please put screenshots at every step
+Added: <a href="https:/ /help.goodbookserp.com/wp- content/uploads/ 2015/12/View_ 15.png"><img class="size-full wp-image-13969 aligncenter" src="https:// help.goodbookserp.com/wp- content/uploads/ 2015/12/View_15.png" alt="" width="305" height="99" /></a>

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