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Configuring a report scheduling

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The location through which it is possible to schedule SE Suite reports will vary according to their type:

Report type

Scheduling location

System

1.Access the component and the menu in which it is possible to generate the report. It is possible to view this information through the Menu tab in the report data screen.

2.Once done, click on the arrow next to the report_config button and select the desired report.

3.In the viewer screen that will be opened, click on the Schedule.

Customized

New

1.In the SE Configuration component, access the Configuration arrowrgray Customization arrowrgray Report (CM027) menu.

2.On the main screen list of records, select the desired report and click on the edit_padrao button.

3.On the screen that will be opened, access the Scheduling tab.

4.On the side toolbar, click on the new button.

 

On the screen that will be opened, enter an ID # and a name for the scheduling. To enter an ID # more easily, the button next to the field can be used to generate a new sequential number. Fill out also the required fields in the following tabs:

 

Note: To successfully create a report scheduling, fill out the required fields in the General and E-mail tabs and save the record. At this point, the other tabs will be enabled to be filled out.

 

General

Start

Enter the date and the time of the start of the scheduling execution.

Next execution

The date and time for the next scheduling execution are filled out according to the recurrence information that will be filled out next.

Recurrence

Configure the execution frequency of the scheduling:

Frequency: Select how often the scheduling execution will be performed:

▪No recurrence: The scheduling execution will be done only once, that is, it will not be repeated.

▪Hour(s)/Minute(s): The scheduling will be executed in intervals of hours or minutes. Enter the desired interval in the "each __ hh:mm" field. For example: every 01:15, every 00:30, every 03:00, etc. Note: It will not be possible to select a time smaller than 15 minutes for the scheduling.

▪Daily: The scheduling will be executed in intervals of days. Enter the desired interval in the "every __ day(s)" field. For example: every 2 days, every 5 days, etc.

▪Weekly: The scheduling will be executed on specific days of the week. In the "Week days" field, check the days on which the scheduling execution should be performed. For example: every Monday, Wednesday and Friday.

▪Monthly: The scheduling execution will be done during certain months of the year. In the "Months" field, select the desired months in which the scheduling execution should be performed. For example: March, June, September and November.

End of recurrence: Select in this field how will be the end of the recurrence of the scheduling execution:

▪No end date: The recurrence of the scheduling execution will have no definite end.

▪Ends after: The scheduling execution ends after a certain number of occurrences. Enter, in the "Occurrences" field, the number of limit occurrences of scheduling executions.

▪Ends on: The scheduling execution ends on a certain date. Select, in the "Date" field, the day, the month and year in which the scheduling execution will end.

Delete after finishing scheduling

If this option is:

▪Checked: The scheduling record will be deleted after its execution is finished, and it will no longer be displayed in the list of records.

▪Unchecked: The scheduling record will not be deleted after its execution is finished, and it will be displayed in the list of records.

 

Configuration

This tab will display the parameters configured in the Parameter tab, so that they are transmitted to the report once it is generated. For example, it is necessary to generate a user report, but their code needs to be entered. For that, this parameter will be saved in the scheduling, but it can be altered.

E-mail

The report will be sent via e-mail to the users configured in the "Notified user" tab, attached as a .pdf file. To do that, the following fields in this tab must be filled out:

▪Subject: Enter the subject of the email that will be sent.

▪Description: Enter the body of the e-mail to be sent.

Notified user

▪Use this tab to define the users that will receive the report generated via e-mail if a report scheduling is being configured.

▪Use this tab to define the users that will be notified about the import if an import scheduling is being configured.

 

When adding or editing a record in this tab, a screen will be displayed in which the following fields will be available to be filled out:

1.

In the Notify field, select one of the options to set the email recipient:

▪Department: Users in a certain department of the organization will be the addressees.

▪Position: Users who perform a certain position in the organization will be the addressees.

▪Department/Position: Users in a particular department of the organization and who perform a specific position will be the addressees.

▪User: A specific user will be the addressee.

▪Team: The members of a team in the system will be the addressees of the email.

2.

According to the option previously selected, the Search fields will be enabled to be filled out. Use them to make it easier to search for desired users.

3.

The Control field displays the "Email notifications" option checked.

4.

In the Permission field, select the "Allow" option so that the users who are selected receive the e-mails sent through the scheduling, or select the "Deny" option so that they do not receive any e-mail.

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After that, click on the search toolbar button on the selection screen. Depending on the option selected in the "Notify" field and the values entered in the search fields, the result will be displayed in the list of records located in the lower part of the screen. Select those that will be addressees of the email and save the record. Hold the SHIFT or CTRL keys down or check next to each item to select more than a record at a time.

History

This tab displays the log of the scheduling executions. Use the Status, Start date and End date fields to filter the log records. The execution is performed according to the recurrence frequency configured in the "General" tab. The following buttons are available in the side toolbar:

view

Click on this button to view the error log that was generated. Select the desired record before clicking on the button.

subtitle

Click on this button to view the description of possible statuses of e-mail report sending execution.