- 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)
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
(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.
- To
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
| December 12, 2015 @ 08:06:23 | Current Revision | ||
|---|---|---|---|
| Content | |||
| Deleted: Report scheduler lets you schedule mails of specific reports at particular times. Imagine a situation where you are looking at a report and this report is to be sent by mail at particular times to select targets. E.g. If you want to send the daily attendance of all the employees to, say the manager of your organization everyday at some time of the day then you use the report scheduler. For an overview on reports click <a href="http:// help.goodbookserp.com/?p= 2379">here</a>. | |||
| Added: <strong>Scheduler or Report Scheduler</strong> | |||
| Deleted: <a href="http:// help.goodbookserp.com/wp- content/uploads/ 2015/12/repsched.png"><img class="alignnone size-full wp-image-5783" src="http://help.goodbookserp.com/ wp-content/uploads/2015/12/ repsched.png" alt="repsched" width="1070" height="599" /></a> | 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, | ||
| Deleted: <strong>Steps</strong> | |||
| Added: <strong>Benefits of a scheduler: </strong>A scheduler can be used for the following purposes. | |||
| Unchanged: <ol> | Unchanged: <ol> | ||
| Deleted: <li>Go to the specific report which is to be sent 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 your screen.</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 & the CEO of the company.</li> | ||
| Deleted: <li>Click on <strong>scheduler </strong>from the list of options and a popup box for scheduling this report appears.</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>This primary box will be empty at first, so you need to click on the <strong>Add </strong>button.</li> | Added: <li>Schedule a job to be done at a specified time (Job scheduler)</li> | ||
| Deleted: <li>Now you are in the action setting box similar to the screenshot above. Here you can enter the required information.</li> | |||
| Unchanged: </ol> | Unchanged: </ol> | ||
| Added: How to set a scheduler mail? | |||
| Added: <strong>How to create the dynamic report views?</strong> | |||
| Added: (A) Naming the scheduler | |||
| Added: (B) Scheduling | |||
| Added: (C) Scheduler restarting | |||
| Added: (A) NAMING: | |||
| Added: <strong>Path: Module > Reports > Select the specific report> <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> | |||
| Added: | |||
| 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> 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> | |||
| 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> | |||
| Added: The Lightbox Filter for Late arrival appears. | |||
| Added: The <strong>Filter tab</strong> is selected by default. | |||
| 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> | |||
| Added: (b) Select the OU from the picklist | |||
| Added: (c)Select the Department as Development | |||
| Added: (e) select the Late type from the picklist | |||
| Added: (f) Select Include grace time as YES | |||
| 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> | |||
| Added: (g)Select the reporting person from the picklist | |||
| Deleted: | Added: Go to the <strong>Period Tab</strong> | ||
| Added: (a) Select the <strong>DTD</strong> | |||
| 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> | |||
| Added: Go to the <strong> Configuration</strong> tab | |||
| 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> | |||
| Added: (a) Enter the Configuration Name. | |||
| Added: (b) Share the settings with everyone - select. | |||
| Added: (c) Click Save. | |||
| Added: (d) Wait till the popup message appears to confirm that the Criteria has been created successfully | |||
| Added: <strong>(B) SCHEDULING:</strong> | |||
| Added: <strong>Path: Module > Reports > Select the specific report ><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>> Scheduler</strong> | |||
| 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. | |||
| Added: For e.g., HRMS Module> 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> | |||
| 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> | |||
| 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. | |||
| 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 | |||
| Added: (a) Scheduler name: Select the scheduler Name from the picklist which is already available n the system. fo e.g., Daily 7 AM | |||
| Added: <strong>(b)Action Type: Select the action type from the picklist </strong> | |||
| 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: <ul> | ||
| Deleted: <li><strong>Scheduler name</strong></li> | |||
| Deleted: </ul> | |||
| Deleted: Select the scheduler that is to be linked for this report. | |||
| Deleted: <ul> | |||
| Deleted: <li><strong>Action Type</strong></li> | |||
| Deleted: </ul> | |||
| Added: <li>SIMPLE MAIL - A mail without an attachment</li> | |||
| Added: <li>SMS - Message to the mobile no. given</li> | |||
| Deleted: Since this is originated from a report, <em>REPORT MAIL </em>is selected by default. | Added: <li>REPORT MAIL- A mail with a report as an attachment</li> | ||
| 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. | |||
| Deleted: <ul> | |||
| Deleted: <li><strong>Template< /strong></li> | |||
| Deleted: </ul> | |||
| Deleted: Choose the mail template for the scheduler mail you are setting up. The mail format depends on your selection here. | |||
| Deleted: <ul> | |||
| Deleted: <li><strong>Report< /strong></li> | |||
| Deleted: </ul> | |||
| Deleted: This is a reference field where the respective origin report is displayed. You are not supposed to make any changes. | |||
| Deleted: <ul> | |||
| Deleted: <li><strong>Criteria Configuration< /strong></li> | |||
| Deleted: </ul> | |||
| Deleted: Criteria configuration simply refers to the filter configuration that you have saved for your reports. You select the required one here. | |||
| Deleted: <ul> | |||
| Deleted: <li><strong>Report Format</strong></li> | |||
| Unchanged: </ul> | Unchanged: </ul> | ||
| Added: | |||
| Added: (c) Select the Report Mail | |||
| 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> | |||
| 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> | |||
| Added: <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 | |||
| Added: (f)<strong>Criteria Configuration</strong> | |||
| 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> | |||
| Added: <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. | 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: <ul> | ||
| Unchanged: <li><strong>To< /strong></li> | Unchanged: <li><strong>To< /strong></li> | ||
| Unchanged: </ul> | 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> | 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. | ||
| Deleted: | |||
| Deleted: | |||
| Deleted: | |||
| 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> | |||
| 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> | |||
| Added: <strong>Reply To </strong>should have the email ID of the responder. | |||
| 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. | |||
| 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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