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Reports for Scheduled Processing
Submitting a Report
Scheduling a Task
Description
Schedule Section
CCM 3.1
Report Manager
You can submit a Report for scheduled processing if your Access Level
grants you access to Report Scheduler and the Report is open. You can
submit only one report at a time. If you are working with more than one
open document when you schedule a report, the active report is sent.
When a report is open, a scheduled task can be created by:
•
Clicking the
button on the taskbar
Or
•
From the Data menu select Schedule Report.
1. The dialog displayed enables the date range for the report to be
selected. The date range selected is a 'rolling' date range e.g selecting
'Yesterday' will cause the report to contain the previous day's
information relative to the date that the scheduler application runs the
task.
2. Import the universe as necessary.
3. The dialog displayed enables the entry of values pertinent to the
particular report being scheduled. When a list of values is available for
the field that has the cursor in, clicking the 'Values' button enables the
selection from a list. When completed, click on the 'OK' button.
4. The 'Scheduled Task Properties' dialog is displayed. The three
sections (description, schedule & distribution) are explained in detail
below. Amend the sections as required and then click on the 'OK'
button. The settings for the selected scheduled task will now be
updated. Note that clicking the 'OK' button has no effect if no
distribution destinations have been selected.
Optional user defined text of up to 254 characters.
A summary of the current schedule settings comprising of start date, end
date, frequency, days and times.
Click the 'Edit' button to display the 'Task Schedule' dialog. The fields in
the task schedule dialog are as follows:
•
Start Date – The date and time that the scheduled task is to begin.
•
End Date – The date and time that the scheduled task will be removed
from the schedule. A task can be set to never expire by removing the
check from the end date checkbox.
•
Run Once – Causes the scheduled task to run only once. When this
option is selected the end date is ignored and the scheduled task is
removed from the schedule when the scheduler application next
refreshes after the task is run.
•
Run Daily – Enables the selection of the days, hours and minute of the
selected hours on which the scheduled task is to run.
Submitting a Report
38HBK00001SCB Issue 9 (18/07/2002)
Page 25
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