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| # | Location | File | Last Modified |
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| 1 | HTRE_P2.zip\src.zip\src\hdi\IHTA_Inventory_Tracker | schedule_report.htm | Tue Feb 28 20:30:34 2017 UTC |
| 2 | HTRE_P2.zip\src.zip\src\hdi\IHTA_Inventory_Tracker | schedule_report.htm | Sun Dec 24 18:18:30 2017 UTC |
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| 1 | <?xml vers ion="1.0" encoding=" utf-8" ?> | |
| 2 | <!DOCTYPE html PUBLI C "-//W3C/ /DTD XHTML 1.0 Trans itional//E N" "http:/ /www.w3.or g/TR/xhtml 1/DTD/xhtm l1-transit ional.dtd" > | |
| 3 | <html xmln s="http:// www.w3.org /1999/xhtm l"> | |
| 4 | <head> | |
| 5 | <meta http -equiv="Co ntent-Type " content= "text/html ; charset= utf-8" /> | |
| 6 | <meta name ="topic-ch eck-list" content="R an Smart I ndex" /> | |
| 7 | <meta name ="generato r" content ="Adobe Ro boHelp 10" /> | |
| 8 | <meta nam e="topic-s tatus" con tent="Sent for Revie w" /> | |
| 9 | <title>Sch edule a Re port</titl e> | |
| 10 | <link rel= "StyleShee t" href=". ./HTIE_HDI _User_Manu al.css" ty pe="text/c ss" /> | |
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| 32 | <script ty pe="text/j avascript" language= "javascrip t1.2" src= "../whmsg. js"></scri pt> | |
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| 38 | </head> | |
| 39 | ||
| 40 | <body> | |
| 41 | <h1>Schedu le a Repor t</h1> | |
| 42 | <p style=" line-heigh t: 150%;"> Another ke y feature of the <sp an style=" font-weigh t: bold;"> Inventory | |
| 43 | Tracker</ span> modu le is the ability to setup and automatic ally execu te | |
| 44 | a report at desired intervals , rather t han manual ly generat ing a repo rt | |
| 45 | each time . Reports can be aut omatically scheduled using the <span sty le="font-w eight: bol d;"><b>Sch edule | |
| 46 | Report</b ></span> b utton on t he <span s tyle="font -weight: b old;"><a t itle="Repo rt List" | |
| 47 | h ref="repor t_list_scr een_new.ht m">Report List</a></ span> wind ow. Use | |
| 48 | the follo wing steps to schedu le an <spa n style="f ont-weight : bold;">I nventory | |
| 49 | Tracker</ span> repo rt:</p> | |
| 50 | <p style=" line-heigh t: 150%;">  </p> | |
| 51 | <ol style= "list-styl e: decimal ; font-fam ily: Verda na, sans-s erif; font -size: 10p t;"> | |
| 52 | <l i style="f ont-family : Verdana, sans-seri f; font-si ze: 10pt;" ><p style= "line-heig ht: 150%;" >Select | |
| 53 | < span style ="font-wei ght: bold; ">Inventor y Tracker< /span> > ; <span | |
| 54 | s tyle="font -weight: b old;"><b>R eports</b> </span> &g t; <span s tyle="font -weight: b old;"><b>L ist</b></s pan>. | |
| 55 | T he list of <span sty le="font-w eight: bol d;">Invent ory Tracke r</span> | |
| 56 | r eports dis plays.</p> </li> | |
| 57 | <l i style="f ont-family : Verdana, sans-seri f; font-si ze: 10pt;" ><p style= "line-heig ht: 150%;" >Click | |
| 58 | o nce in the report ro w (a highl ight appea rs) and</p ></li> | |
| 59 | <l i style="f ont-family : Verdana, sans-seri f; font-si ze: 10pt;" ><p style= "line-heig ht: 150%;" >Click | |
| 60 | < span style ="font-wei ght: bold; "><b>Sched ule Report </b></span >.  < /p></li> | |
| 61 | <l i style="f ont-family : Verdana, sans-seri f; font-si ze: 10pt;" ><p style= "line-heig ht: 150%; | |
| 62 | mar gin-bottom : 4px; mar gin-top: 0 px;">Selec t the repo rt paramet ers. | |
| 63 | T he report parameters will disp lay for th e selectio n just as they | |
| 64 | w ould when you click <span styl e="font-we ight: bold ;"><a titl e="Run Rep ort" | |
| 65 | h ref="Run_R eport.htm" >Run Repor t</a></spa n>. Any <s pan style= "font-styl e: italic; ">File | |
| 66 | T ype</span> may be se lected whe n scheduli ng a repor t.</p></li > | |
| 67 | </ol> | |
| 68 | <ol start= "5" style= "list-styl e: decimal ;"> | |
| 69 | <l i style="f ont-family : Verdana, sans-seri f; font-si ze: 10pt;" ><p style= "line-heig ht: 150%;" >Click | |
| 70 | < span style ="font-wei ght: bold; "><b>Next< /b></span> . You will advance | |
| 71 | t o another window whe re you wil l define t he schedul ing parame ters | |
| 72 | f or the rep ort.</p></ li> | |
| 73 | <l i style="f ont-family : Verdana, sans-seri f; font-si ze: 10pt;" ><p style= "line-heig ht: 150%;" >Select | |
| 74 | h ow often y ou would l ike the re port to ru n (<span s tyle="font -style: it alic;">Fre quency</sp an>) | |
| 75 | b y clicking on the <s pan style= "font-styl e: italic; ">Run Freq uency</spa n> | |
| 76 | d rop-down a rrow. The options in clude Dail y/Weekly, Monthly, Q uarterly, | |
| 77 | Y early, and Other (se e table be low).</p>< /li> | |
| 78 | </ol> | |
| 79 | <p style=" text-align : center; line-heigh t: 150%;">  </p> | |
| 80 | <table sty le="border -collapse: separate; border-co llapse: se parate;" c ellspacing ="4" | |
| 81 | wid th="100%" border="1" > | |
| 82 | <c ol style=" width: 19. 042%;" /> | |
| 83 | <c ol style=" width: 80. 958%;" /> | |
| 84 | <t r style="h eight: 20p x;"> | |
| 85 | <td bgcolor="# 000080"><s pan style= "font-fami ly: Verdan a, sans-se rif;"><fon t | |
| 86 | sty le="font-s ize: 10pt; " size="2" ><b style= "font-weig ht: bold; | |
| 87 | col or: #fffff f;">Freque ncy | |
| 88 | Par ameter</b> </font></s pan></td> | |
| 89 | <td bgcolor="# 000080"><p style="ma rgin-left: 0.02in; f ont-weight : bold; | |
| 90 | color : #ffffff; ">Options< /p></td> | |
| 91 | </ tr> | |
| 92 | <t r style="h eight: 20p x;"> | |
| 93 | <td bgcolor="# DFDFDF"><f ont style= "font-size : 10pt;" s ize="2"><s pan | |
| 94 | sty le="font-f amily: Ver dana, sans -serif;">& #160;</spa n><span st yle="font- family: Ve rdana, san s-serif; | |
| 95 | fon t-weight: bold;">Dai ly/Weekly< /span></fo nt></td> | |
| 96 | <td bgcolor="# DFDFDF"><p style="ma rgin-left: 0.02in;"> Select eit her | |
| 97 | one day of th e week, mu ltiple day s of the w eek, or al l of the | |
| 98 | day s of a wee k.</p></td > | |
| 99 | </ tr> | |
| 100 | <t r style="h eight: 151 px;"> | |
| 101 | <td bgcolor="# DFDFDF"><f ont style= "font-size : 10pt;" s ize="2"><s pan | |
| 102 | sty le="font-f amily: Ver dana, sans -serif;">& #160;</spa n><span st yle="font- family: Ve rdana, san s-serif; | |
| 103 | fon t-weight: bold;">Mon thly</span ></font></ td> | |
| 104 | <td bgcolor="# DFDFDF"><p style="ma rgin-left: 0.02in;"> Once <span | |
| 105 | sty le="font-s tyle: ital ic;"><i>Mo nthly</i>< /span> is selected, | |
| 106 | you have two options fo r generati ng a month ly report: </p> | |
| 107 | <p>& #160;</p> | |
| 108 | <ol style="lis t-style: d ecimal; fo nt-size: 1 0pt; font- family: Ve rdana, san s-serif;"> | |
| 109 | <li st yle="font- size: 10pt ; font-fam ily: Verda na, sans-s erif;"><sp an>The | |
| 110 | first radio but ton allows you to se lect the</ span> <spa n style="f ont-weight : bold;">< b>first</b ></span><s pan>,</spa n> | |
| 111 | <span style="fo nt-weight: bold;"><b >last</b>< /span><spa n>, | |
| 112 | or</s pan> <span style="fo nt-weight: bold;">15 th</span> <span>of | |
| 113 | each month.</sp an></li> | |
| 114 | <li st yle="font- size: 10pt ; font-fam ily: Verda na, sans-s erif;"><sp an>The | |
| 115 | secon d button p rovides yo u with the choice be tween the< /span> | |
| 116 | <span style="fo nt-weight: bold;"><b >first, se cond, thir d, | |
| 117 | fourt h</b></spa n> or last of a <spa n style="f ont-weight : bold;">< b>specific | |
| 118 | day o f the week </b></span > <span>of every mon th (e.g., the | |
| 119 | first Monday of every mon th). Selec t both of these from the | |
| 120 | drop- down menus provided. </span></l i> | |
| 121 | </ol > | |
| 122 | <p>& #160;</p> | |
| 123 |  0;</td> | |
| 124 | </ tr> | |
| 125 | <t r style="h eight: 23p x;"> | |
| 126 | <td bgcolor="# DFDFDF"><f ont style= "font-size : 10pt;" s ize="2"><s pan | |
| 127 | sty le="font-f amily: Ver dana, sans -serif;">& #160;</spa n><span st yle="font- family: Ve rdana, san s-serif; | |
| 128 | fon t-weight: bold;">Qua rterly</sp an></font> </td> | |
| 129 | <td bgcolor="# DFDFDF"><p style="ma rgin-left: 0.02in;"> Select the | |
| 130 | <sp an style=" font-weigh t: bold;"> <b>first o r last day of the qu arter</b>< /span> | |
| 131 | fro m the drop -down menu .</p></td> | |
| 132 | </ tr> | |
| 133 | <t r style="h eight: 142 px;"> | |
| 134 | <td bgcolor="# DFDFDF"><s pan style= "font-fami ly: Verdan a, sans-se rif;"><fon t | |
| 135 | sty le="font-s ize: 10pt; font-weig ht: bold;" size="2">  Year ly</font>< /span></td > | |
| 136 | <td bgcolor="# DFDFDF"><p style="ma rgin-left: 0.02in;"> Once <span | |
| 137 | sty le="font-s tyle: ital ic;"><i>Ye arly</i></ span> is s elected, | |
| 138 | you have two options fo r generati ng a yearl y report:< /p> | |
| 139 | <p s tyle="marg in-left: 0 .02in;">&# 160;</p> | |
| 140 | <ol style="lis t-style: d ecimal; fo nt-size: 1 0pt; font- family: Ve rdana, san s-serif;"> | |
| 141 | <li st yle="font- size: 10pt ; font-fam ily: Verda na, sans-s erif;"><sp an>By | |
| 142 | click ing in the first rad io button, you can s elect the month | |
| 143 | and s pecific da te this ye arly repor t will be generated. Select | |
| 144 | the m onth from the drop-d own menu. Enter the day (in nu meric | |
| 145 | form) in the fi eld provid ed (e.g., every Janu ary on Day 20, | |
| 146 | etc). </span></l i> | |
| 147 | <li st yle="font- size: 10pt ; font-fam ily: Verda na, sans-s erif;"><sp an>The | |
| 148 | secon d radio bu tton allow s you to g enerate th is yearly report | |
| 149 | on ei ther the</ span> <b>< span style ="font-wei ght: bold; ">first, | |
| 150 | secon d, third, fourth,</s pan> <span style="fo nt-weight: normal;"> or</span> | |
| 151 | <span style="fo nt-weight: bold;">la st</span>< /b> <span> of | |
| 152 | a</sp an> <span style="fon t-weight: bold;"><b> specified day | |
| 153 | of th e week</b> </span> <s pan>of a</ span> <spa n style="f ont-weight : bold;">< b>specifie d | |
| 154 | month </b></span > <span>(e .g., the s econd Mond ay in Febr uary, | |
| 155 | etc.) .</span></ li> | |
| 156 | </ol ></td> | |
| 157 | </ tr> | |
| 158 | <t r style="h eight: 68p x;"> | |
| 159 | <td bgcolor="# DFDFDF"><f ont style= "font-size : 10pt;" s ize="2"><s pan | |
| 160 | sty le="font-f amily: Ver dana, sans -serif;">& #160;</spa n><span st yle="font- family: Ve rdana, san s-serif; | |
| 161 | fon t-weight: bold;">Oth er</span>< /font></td > | |
| 162 | <td bgcolor="# DFDFDF"><s pan style= "font-fami ly: Verdan a, sans-se rif;"><fon t | |
| 163 | sty le="font-s ize: 10pt; " size="2" >To specif y only one specific | |
| 164 | dat e, select< /font></sp an> <span style="fon t-family: Verdana, s ans-serif; | |
| 165 | f ont-style: italic;"> <font | |
| 166 | sty le="font-s ize: 10pt; " size="2" ><i>Other< /i></font> </span> <s pan | |
| 167 | sty le="font-f amily: Ver dana, sans -serif;">< font style ="font-siz e: 10pt;" | |
| 168 | size="2 ">from | |
| 169 | the drop-down menu. Cli ck on the calendar i con, and t hen click | |
| 170 | on the desire d date in the calend ar. Advanc ed to futu re months/ years | |
| 171 | by clicking o n the arro ws provide d (use the right and left arro ws | |
| 172 | to locate/sel ect a mont h; use the up and do wn arrows to locate/ select | |
| 173 | a y ear).</fon t></span>< br /> | |
| 174 | <spa n style="f ont-family : Verdana, sans-seri f;"><font style="fon t-size: 10 pt;" | |
| 175 | siz e="2"> 0;</font>< /span> 0;<br /> | |
| 176 | <spa n style="f ont-weight : bold; fo nt-family: Verdana, sans-serif ;"><font | |
| 177 | sty le="font-s ize: 10pt; " size="2" ><b>NOTE:< /b></font> </span> <s pan | |
| 178 | sty le="font-f amily: Ver dana, sans -serif;">< font style ="font-siz e: 10pt;" | |
| 179 | size="2 ">You will | |
| 180 | not be able t o select a date that is in the past.</fo nt></span>  </td > | |
| 181 | </ tr> | |
| 182 | </table> | |
| 183 | <p style=" line-heigh t: 150%;">  </p> | |
| 184 | <ol start= "7" style= "list-styl e: decimal ;"> | |
| 185 | <l i style="f ont-family : Verdana, sans-seri f; font-si ze: 10pt;" ><p style= "line-heig ht: 150%;" >Select | |
| 186 | t he hours a nd minutes from the drop-down menus for <span styl e="font-st yle: itali c;"><i>Tim e | |
| 187 | t o Generate Report</i ></span>. It is a 24 -hour cloc k.</p></li > | |
| 188 | <l i style="f ont-family : Verdana, sans-seri f; font-si ze: 10pt;" ><p style= "line-heig ht: 150%;" >Enter | |
| 189 | t he e-mail address or multiple e-mail add resses sep arated by a comma | |
| 190 | (i.e., PII , PII , PII ) to those recipient s who | |
| 191 | s hould rece ive notifi cation of the genera ted report using the field | |
| 192 | p rovided fo r <span st yle="font- style: ita lic;"><i>E -mail Repo rt Notific ation | |
| 193 | T o</i></spa n>.</p></l i> | |
| 194 | <l i style="f ont-family : Verdana, sans-seri f; font-si ze: 10pt;" ><p style= "line-heig ht: 150%;" >Once | |
| 195 | y ou have sp ecified th e <span st yle="font- style: ita lic;">Run Frequency, | |
| 196 | T ime to Gen erate,</sp an> and th e displaye d e-mail n otificatio n recipien ts, | |
| 197 | e nter the n umber of d ays the re port shoul d be displ ayed in th e text | |
| 198 | b ox provide d under, & quot;Clean up - Compl eted repor ts should be retaine d | |
| 199 | f or how man y days?&qu ot;. <span style="te xt-decorat ion: under line; ">Th e | |
| 200 | d efault is 365 days.< /span></p> </li> | |
| 201 | </ol> | |
| 202 | <ol start= "10" style ="list-sty le: decima l;"> | |
| 203 | <l i style="f ont-family : Verdana, sans-seri f; font-si ze: 10pt;" ><p style= "line-heig ht: 150%;" >Click | |
| 204 | < span style ="font-wei ght: bold; ">Submit</ span>.</p> </li> | |
| 205 | <l i style="f ont-family : Verdana, sans-seri f; font-si ze: 10pt;" ><p style= "line-heig ht: 150%;" >A | |
| 206 | c onfirmatio n message will appea r indicati ng that th e report w as schedul ed | |
| 207 | s uccessfull y.</p></li > | |
| 208 | <l i style="f ont-family : Verdana, sans-seri f; font-si ze: 10pt;" ><p style= "line-heig ht: 150%;" >To | |
| 209 | v iew the sc heduled re port, go t o <span st yle="font- weight: bo ld;">Inven tory | |
| 210 | T racker</sp an> > < span style ="font-wei ght: bold; ">Reports< /span> | |
| 211 | & gt; <span style="fon t-weight: bold;">Sch eduled</sp an>.</p></ li> | |
| 212 | </ol> | |
| 213 | <p style=" line-heigh t: 150%;">  </p> | |
| 214 | <p style=" background -color: #e df9f9; pad ding-left: 4px; padd ing-right: 4px; | |
| 215 | p adding-top : 4px; pad ding-botto m: 4px; bo rder-left- style: Sol id; border -top-style : Solid; | |
| 216 | b order-righ t-style: S olid; bord er-bottom- style: Sol id; border -left-widt h: 1px; | |
| 217 | b order-top- width: 1px ; border-r ight-width : 1px; bor der-bottom -width: 1p x;"><span | |
| 218 | s tyle="font -weight: b old;">NOTE :</span> Y ou may cli ck the <sp an style=" font-weigh t: bold;"> Back</span > | |
| 219 | button at any time to modify previous s elections before sub mitting yo ur | |
| 220 | choices.< /p> | |
| 221 | <p style=" line-heigh t: 150%;">  </p> | |
| 222 | <p style=" line-heigh t: 150%;">  </p> | |
| 223 | <p style=" line-heigh t: 150%; f ont-weight : bold;">S ee Also</p > | |
| 224 | <p style=" line-heigh t: 150%; f ont-weight : bold;">< a title="S cheduled R eports" | |
| 225 | href= "View_Sche duled_Repo rts.htm">S cheduled | |
| 226 | Reports</ a></p> | |
| 227 | <p style=" line-heigh t: 150%; f ont-weight : bold;">& #160;</p> | |
| 228 | <?rh-regio n_end ?> | |
| 229 | </body> | |
| 230 | </html> |
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