Report Library - Scheduled Reporting - Revision history

Philip Lacey: /* Accessing/Downloading a Scheduled Report */

2016-01-02T02:30:03Z

‎Accessing/Downloading a Scheduled Report

Philip Lacey: /* Accessing/Downloading a Scheduled Report */

2016-01-02T02:29:38Z

‎Accessing/Downloading a Scheduled Report

Philip Lacey at 18:10, 23 November 2015

2015-11-23T18:10:28Z

Philip Lacey: Philip Lacey moved page Scheduled Reporting to Report Library - Scheduled Reporting

2015-11-23T18:07:20Z

Philip Lacey moved page Scheduled Reporting to Report Library - Scheduled Reporting

Philip Lacey at 13:44, 4 May 2015

2015-05-04T13:44:26Z

Patrick Jenkins at 15:02, 14 April 2015

2015-04-14T15:02:49Z

Patrick Jenkins at 14:53, 14 April 2015

2015-04-14T14:53:14Z

Patrick Jenkins at 14:31, 14 April 2015

2015-04-14T14:31:28Z

Patrick Jenkins at 14:15, 14 April 2015

2015-04-14T14:15:41Z

Patrick Jenkins at 14:15, 14 April 2015

2015-04-14T14:15:21Z

@@ Line 91: / Line 91: @@
-[[File:ScheduledReports_Download_Main.png|800px]]
+[[File:ScheduledReports_Download_Main.png]]
@@ Line 97: / Line 97: @@
-[[File:ScheduledReports_Download_Complete.png]]
+[[File:ScheduledReports_Download_Complete.png|800px]]
 = Alternate Method for Scheduling Reports =

@@ Line 91: / Line 91: @@
-[[File:ScheduledReports_Download_Main.png]]
+[[File:ScheduledReports_Download_Main.png|800px]]
@@ Line 98: / Line 98: @@
 [[File:ScheduledReports_Download_Complete.png]]
 = Alternate Method for Scheduling Reports =

@@ Line 1: / Line 1: @@
-== Overview ==
+= Overview =
 Due to the expansion of the bxp scheduling engine, bxp now allows for the creation of scheduled reports. This article will show you how to create a scheduled report, update an existing scheduled report and then access/download the reports generated by the bxp scheduling engine.
-) The required reporting time from is set to start in the past
+# The report to be scheduled is not a customised group
-) The required report generate time is between 23:00 and 07:00 ''( this time is set aside for the bxp backup and maintenance scheduled routines )''
+# The required reporting time from is set to start in the past
 In order to schedule a report inside bxp you must first navigate the following system path
 ''Main Menu > Report Library > Report Library - Administration > Schedule a Customised Report''
 [[File:ScheduledReports_Create.png]]
@@ Line 31: / Line 35: @@
-) Scheduled Report Name
+# Scheduled Report Name : This field should contain a unique identifiable name for the report you wish to schedule
+# Report Group To Schedule  : This field should be the customised reporting group that you wish to use when generating the data
-: This field should contain a unique identifiable name for the report you wish to schedule
+# Start Date/Time For The Report : This field should contain the date and time you wish for the scheduled report generation to start
+# Last Date/Time Of Generation : This field is system controlled and contains the last date and time the scheduled report was generated
-) Report Group To Schedule
+# Next Date/Time For Generation : This field is system controlled and contains the next date and time the scheduled report is due to generate
+# Report Generation Frequency : This field should contain the desired reporting frequency i.e. How ofter do you want the scheduled report to generate. There are five frequencies available
-: This field should be the customised reporting group that you wish to use when generating the data
+## Daily ( Generate once every day )
+## Weekly ( Generate once every 7 Days )
-) Start Date/Time For The Report
+## Monthly ( Generate once every Month )
+## Yearly ( Generate once every Year )
-: This field should contain the date and time you wish for the scheduled report generation to start
+## Hourly ( Generate once every hour )
+# Report Data Capture Period : This field should contain the date range option that you wish to include data from in you scheduled report, there are four date ranges available
-) Last Date/Time Of Generation
+## All ( Include ''All Data'' )
+## Current Year ( Include data from the current ''Year'' )
-: This field is system controlled and contains the last date and time the scheduled report was generated
+## Current Month ( Include data from the current ''Month'' )
+## Current Day ( Include data from the current ''Day'' )
-) Next Date/Time For Generation
+## MetaData Delta ( Include all new data i.e. Data capture between the last time the scheduled report was generated and the current execution )
@@ Line 75: / Line 58: @@
-== Editing a Scheduled Report ==
+= Editing a Scheduled Report =
 In order to edit a scheduled report inside bxp you must first navigate the following system path
 ''Main Menu > Report Library > Report Library - Administration > Edit a Scheduled Customised Report''
@@ Line 94: / Line 78: @@
-After selecting the scheduled report that you wish to modify, you will be presented with the ''Edit a Scheduled Report Page'', this page has the exact same layout and fields as the ''Add a Scheduled Report Page''
+After selecting the scheduled report that you wish to modify, you will be presented with the ''Edit a Scheduled Report Page'', this page has the exact same layout and fields as the ''Add a Scheduled Report Page''  except that all of the fields are pre populated with the current settings. Simply make your changes to the scheduled report settings and click the ''Schedule the report'' button
-== Accessing/Downloading a Scheduled Report ==
+= Accessing/Downloading a Scheduled Report =
 In order to access and download a scheduled report you must navigate the following system path
 ''Main Menu > Report Library > Report Library''
@@ Line 109: / Line 94: @@
-Once you have navigated the above system path you will be presented with a list of all the forms in the system that you have access to. You must choose a form to view all of the scheduled reports for, After doing this
+Once you have navigated the above system path you will be presented with a list of all the forms in the system that you have access to. You must choose a form to view all of the scheduled reports for, After doing this you will be presented with a list of all the scheduled report output files that have currently been generated. If you wish to download one of these output files, simply click on the ''Secure Download'' icon located to the right hand side of each file to be downloaded.
 you will be presented with a list of all the scheduled report output files that have currently been generated. If you wish to download one of these output files, simply click on the ''Secure Download'' icon located to the
 [[File:ScheduledReports_Download_Complete.png]]
-== Alternate Method for Scheduling Reports ==
 If you wish to schedule reports in the system but you dont want to use the front end of bxp to manage it, you can use the standard windows task scheduler on you PC. To do this simply follow the step by step guide in the below document
@@ Line 122: / Line 108: @@
 [[File:BE - Scheduled Reporting Setup v1-3.pdf]]
 [[Category:Module Specific:Report Library]]
 [[Category:Topic:Reporting]]

← Older revision		Revision as of 13:44, 4 May 2015
Line 122:		Line 122:

	[[File:BE - Scheduled Reporting Setup v1-3.pdf]]		[[File:BE - Scheduled Reporting Setup v1-3.pdf]]
		+
		+
		+	[[Category:Module Specific:Report Library]]
		+	[[Category:Topic:Reporting]]

@@ Line 3: / Line 3: @@
 Due to the expansion of the bxp scheduling engine, bxp now allows for the creation of scheduled reports. This article will show you how to create a scheduled report, update an existing scheduled report and then access/download the reports generated by the bxp scheduling engine.
-There are however three conditions that must be met before you can schedule a report, bxp will not allow scheduled reporting if the following three cases:
+The
-) The report to be scheduled in not a customised group
+) The report to be scheduled is not a customised group
-) The Required reporting time from is set to start in the past
+) The required reporting time from is set to start in the past
 ) The required report generate time is between 23:00 and 07:00 ''( this time is set aside for the bxp backup and maintenance scheduled routines )''

← Older revision	Revision as of 18:07, 23 November 2015
(No difference)

@@ Line 80: / Line 80: @@
 ''Main Menu > Report Library > Report Library - Administration > Edit a Scheduled Customised Report''
 [[File:ScheduledReports_Edit.png]]
 Once you have navigated the above system path you will be presented with a List of all the forms in the system that you have access to. You must chose the form that the
@@ Line 88: / Line 90: @@
-[[File:ScheduledReports_SelectEdit.png.png]]
+[[File:ScheduledReports_SelectEdit.png]]
@@ Line 98: / Line 100: @@
 == Accessing/Downloading a Scheduled Report ==
 [[File:BE - Scheduled Reporting Setup v1-3.pdf]]

@@ Line 69: / Line 69: @@
 :: 4) Current Day ( Include data from the current ''Day'' )
 :: 5) MetaData Delta ( Include all new data i.e. Data capture between the last time the scheduled report was generated and the current execution )
 [[File:ScheduledReports_Main_Add.png]]