Another key feature of the Inventory Tracker module is the ability to setup and automatically execute a report at desired intervals, rather than manually generating a report each time. Reports can be automatically scheduled using the Schedule Report button on the Report List window. Use the following steps to schedule an Inventory Tracker report:
Select Inventory Tracker > Reports > List. The list of Inventory Tracker reports displays.
Click once in the report row (a highlight appears) and
Click Schedule Report.
Select the report parameters. The report parameters will display for the selection just as they would when you click Run Report. Any File Type may be selected when scheduling a report.
Click Next. You will advance to another window where you will define the scheduling parameters for the report.
Select how often you would like the report to run (Frequency) by clicking on the Run Frequency drop-down arrow. The options include Daily/Weekly, Monthly, Quarterly, Yearly, and Other (see table below).
Frequency Parameter | Options |
Daily/Weekly | Select either one day of the week, multiple days of the week, or all of the days of a week. |
Monthly | Once Monthly is selected, you have two options for generating a monthly report:
|
Quarterly | Select the first or last day of the quarter from the drop-down menu. |
Yearly | Once Yearly is selected, you have two options for generating a yearly report:
|
Other | To specify only one specific
date, select Other from
the drop-down menu. Click on the calendar icon, and then click
on the desired date in the calendar. Advanced to future months/years
by clicking on the arrows provided (use the right and left arrows
to locate/select a month; use the up and down arrows to locate/select
a year). NOTE: You will not be able to select a date that is in the past. |
Select the hours and minutes from the drop-down menus for Time to Generate Report. It is a 24-hour clock.
Enter the e-mail address or multiple e-mail addresses separated by a comma (i.e., PII , PII , PII ) to those recipients who should receive notification of the generated report using the field provided for E-mail Report Notification To.
Once you have specified the Run Frequency, Time to Generate, and the displayed e-mail notification recipients, enter the number of days the report should be displayed in the text box provided under, "Cleanup - Completed reports should be retained for how many days?". The default is 365 days.
Click Submit.
A confirmation message will appear indicating that the report was scheduled successfully.
To view the scheduled report, go to Inventory Tracker > Reports > Scheduled.
NOTE: You may click the Back button at any time to modify previous selections before submitting your choices.
See Also