You can use the Report Scheduler to schedule a task (e.g., generating a standard report, custom Crystal Report or retrieving a project) to run at particular time and save the output to a predefined directory or attach it to an automated email notification.
If you schedule a task to run only at one particular point in time, the software does not run the scheduled task again. If you need to run the task again, you need to manually click the Process Tasks link from the Main Menu. If a task is scheduled to run weekly, monthly, etc., then the process runs without any intervention.
To manually run a one time task again, click the Process Tasks link from the Main Menu. The Process Tasks screen opens and automatically begins processing any tasks scheduled to run (that have not yet run) up until the current point in time. The top of the screen details the complete list of scheduled tasks, along with the scheduling details such as the next run date/time. The bottom of the screen lists all the tasks due to process.
Comments
40 comments
It's all good now. Turned out when switching from On Premise to Cloud, I am now using my own account instead of USIADMIN. And my account has multiple roles that one of them denied the scheduled report access.
1 upvotes
Levin - in the Report Master, double check the "Report Prompt Option" on that report. On this end, if I toggle "Automatically create the prompt for this report", forcing the system to (re)apply Object "Generic Report Prompt (1304)", the schedule option appears.
Once I'm done scheduling I restore to the original prompt option (typically "Do not use...") to clean up the parameter window again.
Zak
0 upvotes
Hi Ryan,
I have reported to support centre for investigation.
Thanks,
Bonnie
0 upvotes
Hi all,
has anyone managed to select an email template to be sent with the scheduled pdf report?
If I select an email template the task fails, without email template it works...
Does the email template need to have a different subject than "Custom Subjects"?
Sending a blank email just with attachment is a bit confusing to the recipients.
Thanks,
Elisabeth
0 upvotes
Hi Elisabeth,
Can I ask why you are using Custom Subjects for your email template. What happens when you click Send Test Email? I would recommend using a different subject than Custom for what you are trying to accomplish.
Thanks,
Ryan
0 upvotes
Hi Ryan,
thanks for your reply. "Custom Subject" seemed to be the closest to Crystal Reports.
For one of the scheduled tasks I now recreated the email template with Subject "Registration Orders" and manually processing the task was sucessful. (Earlier with "Custom Subject" it was processed but failed.)
For another scheduled task created by my colleague the template email field is greyed out so I cannot select any email to be added. The only difference I can see are the recipients and the schedule (monthly instead of weekly). Any suggestions?
Thanks
Elisabeth
0 upvotes
Hi Elisabeth,
I confirmed with our Development team that the Custom subject is not equivalent to crystal reports. The email template field is only greyed out if you do not schedule it from a report list (eg. Main Menu). Once you schedule from a report list you will be able to add an email address for your scheduled task. You can also add the field of Context Object to your layout for a scheduled task with a task type of report. Zero means that it did not come from a proper place to use templates.
I hope this helps.
Ryan
0 upvotes
Hi there,
We are moving to v30 Cloud. When testing the scheduled reports, I couldn't find the schedule option on the report parameter selection screen. Attached the difference between v20 and v30. Am I missing anything here? Thank you.
Levin
0 upvotes
Hi Levin,
This looks like a custom report you designed using the generic report prompt. Can you let me know what version you are currently on?
Thanks,
Ryan
0 upvotes
Hi Ryan,
It's version 30.98B. And yes, those are custom reports. Wondering if there are configurations somewhere to make it appear.
Regards,
Levin
0 upvotes
Thanks for confirming, Levin. Please reach out to our Client Care team and they will be able to troubleshoot this from here.
0 upvotes
Hi Bonnie,
Are you able to provide more information so we can determine what the issue might be?
Thanks,
Ryan
0 upvotes
Hi Zak,
I tried that just now, with different reports too. But no luck... Which version of v30 are you on? And hotfix?
Thank you,
Levin
0 upvotes
Hi
Is there a document/area on the support center or knowledge base about how to create or how these operate in V30?
Thanks
Kris
0 upvotes
Hi Kris,
This is currently the only article we have about scheduled tasks. Are you looking for more information about how to set up a report as a task? Or is there other information you are looking for?
Thanks,
Ryan
0 upvotes
Hi Ryan
Yes how to set up a report as a task is the info I am looking for and how to execute this etc.
Thanks
Kris
0 upvotes
Hi Kris,
You first want to make sure your task engine is set up. If you need assistance with setting this up please contact your Customer Success Manager and they can enter an IT ticket on your behalf.
As far as setting up the report on the report master you will want to first make sure it is assigned to the correct report list you are wanting to schedule from (Account, Campaign, Events, etc). From there you will want to go to that area of the software and click on Reports dropdown > select Reports. The report window will then open. Select the specific report you want to use.
On the report there should be a Schedule Report button at the top (click it). Please note that not every standard report has the Schedule Report action. If it is not showing it has most likely been removed by an administrator. The Add Scheduled Task(s) window should now open. The task parameters are set and come in before you close the schedule task. The Context Subject should be set to the area of the software it is coming from and Task Type should be set to Report. You can set up the Interval for one time, hourly, daily, weekly or monthly. You can either save to your folder or send to email. Click OK/apply to save your changes. The last thing you will want to do is go to Scheduled Tasks off the main menu and make sure your report task appears.
Please let me know if you have any further questions.
Thanks,
Ryan
0 upvotes
Many Thanks Ryan I will check this is setup 1st.
Kris
0 upvotes
Hi all,
I just ran a scheduled report with several recipients in "To:" and some in "CC:" and it sent a separate email to each of the "To:" recipients with the ""CC:" recipients being copied in for every email. Is there a switch (like with the regular emails) to have them all receive a shared email?
Or is this something that can just be solved with mailing lists outside of Ungerboeck?
0 upvotes
Hi Elisabeth,
The 'Send email as' field option to select Single, shared email to all recipients is not available for Scheduled Tasks yet. I would encourage you to post this in our General Product Ideas thread below so our Product Management team can review as a possible enhancement in the future.
https://supportcenter.ungerboeck.com/hc/en-us/community/topics/360001795413-General-Product-Ideas
Thanks,
Ryan
0 upvotes
Hi Michele,
Since you don't have direct access to v19 on 20.93, you will need to bridge to the v19 report to schedule the report.
If it is a main menu report, you will need to create a custom link for it. See Configuring Custom Links for more information.
Thanks,
Ryan Gilomen
Ungerboeck Software
0 upvotes
HI
I was just wondering if you had any feedback on this topic ?
Thanks
0 upvotes
I have not.
0 upvotes
Hi Lori & Shalen,
I will be sending this to our team that works in this area so I can get you a response. I apologize for the delay.
Thanks,
Maggie
0 upvotes
Hi,
The processes will run on their own and you don't need to go into the Process Tasks screen to kick off the processes each time. However, there are some instances when the you may need to access to Process Tasks screen such as if a report is set to run for a fixed parameter (a hard date range for example) that may need to be updated. However, if reports are set up to run based on a relative date range (next 7 days), then this will run automatically.
I will update the above article so it's more apparent that it is focused on what to do if a process doesn't run correctly or if there a reporting parameter which needs to be changed.
Thanks,
Maggie
0 upvotes
Thank you for the update , but my system does not automatically run? Is there anything that i should check?
Thanks
0 upvotes
Hi Shalen,
Please contact your local Client Care Team to have them review your setup.
Thanks,
Maggie
0 upvotes
Hi
Do you need a parameter in order to access the report scheduler?
How can I easily send a report with no parameters via the report scheduler?
Thanks
Kris
0 upvotes
Hi Kris,
I reached out to our experts and the Report Scheduler is on the report prompt. They said that you could set up a Generic report prompt for reports with no parameters to use the scheduler.
Thanks,
Maggie
0 upvotes
Hi Maggie, I have a report where there are no parameters and I set it to use a Generic report prompt however this option is bypassing the report prompt screen which seems to be the only place to access the Schedule Reports button in 20.93. Since we no longer have access to v19, I cant figure out how to get into the window we need.
0 upvotes
Please sign in to leave a comment.