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| # | Location | File | Last Modified |
|---|---|---|---|
| 1 | v12.5_iter_7_build 51.zip\TRM_Upgrade\roboh\src\hdi\ihta_inventory_tracker | schedule_report.htm | Fri Dec 7 17:35:18 2018 UTC |
| 2 | v12.5_iter_7_build 51.zip\TRM_Upgrade\roboh\src\hdi\ihta_inventory_tracker | schedule_report.htm | Tue Dec 11 18:39:17 2018 UTC |
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| 8 | <title>Sch edule a Re port</titl e> | |
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| 116 | ||
| 117 | <h1>Schedu le a Repor t</h1> | |
| 118 | <p style=" line-heigh t: 150%;"> Another ke y feature of the <sp an style=" font-weigh t: bold;"> Inventory Tracker</s pan> modul e is the a bility to setup and automatica lly execut e a report at desire d interval s, rather than manua lly genera ting a rep ort each t ime. Repor ts can be automatica lly schedu led using the <span style="fon t-weight: bold;"><b> Schedule R eport</b>< /span> but ton on the <span sty le="font-w eight: bol d;"><a tit le="Report List" hre f="report_ list_scree n_new.htm" >Report Li st</a></sp an> window . Use the following steps to s chedule an <span sty le="font-w eight: bol d;">Invent ory Tracke r</span> r eport:</p> | |
| 119 | <p style=" line-heigh t: 150%;">  </p> | |
| 120 | <ol style= "list-styl e: decimal ; font-fam ily: Verda na, sans-s erif; font -size: 10p t;"> | |
| 121 | <li style= "font-fami ly: Verdan a, sans-se rif; font- size: 10pt ;"> | |
| 122 | <p style=" line-heigh t: 150%;"> Select <sp an style=" font-weigh t: bold;"> Inventory Tracker</s pan> > <span styl e="font-we ight: bold ;"><b>Repo rts</b></s pan> > <span styl e="font-we ight: bold ;"><b>List </b></span >. The lis t of <span style="fo nt-weight: bold;">In ventory Tr acker</spa n> reports displays. </p> | |
| 123 | </li> | |
| 124 | <li style= "font-fami ly: Verdan a, sans-se rif; font- size: 10pt ;"> | |
| 125 | <p style=" line-heigh t: 150%;"> Click once in the re port row ( a highligh t appears) and</p> | |
| 126 | </li> | |
| 127 | <li style= "font-fami ly: Verdan a, sans-se rif; font- size: 10pt ;"> | |
| 128 | <p style=" line-heigh t: 150%;"> Click <spa n style="f ont-weight : bold;">< b>Schedule Report</b ></span>.  </p> | |
| 129 | </li> | |
| 130 | <li style= "font-fami ly: Verdan a, sans-se rif; font- size: 10pt ;"> | |
| 131 | <p style=" line-heigh t: 150%; m argin-bott om: 4px; m argin-top: 0px;">Sel ect the re port param eters. The report pa rameters w ill displa y for the selection just as th ey would w hen you cl ick <span style="fon t-weight: bold;"><a title="Run Report" h ref="run_r eport.htm" >Run Repor t</a></spa n>. Any <s pan style= "font-styl e: italic; "><i>File Type</i></ span> may be selecte d when sch eduling a report.</p > | |
| 132 | </li> | |
| 133 | </ol> | |
| 134 | <ol start= "5" style= "list-styl e: decimal ;"> | |
| 135 | <li style= "font-fami ly: Verdan a, sans-se rif; font- size: 10pt ;"> | |
| 136 | <p style=" line-heigh t: 150%;"> Click <spa n style="f ont-weight : bold;">< b>Next</b> </span>. Y ou will ad vance to a nother win dow where you will d efine the scheduling parameter s for the report.</p > | |
| 137 | </li> | |
| 138 | <li style= "font-fami ly: Verdan a, sans-se rif; font- size: 10pt ;"> | |
| 139 | <p style=" line-heigh t: 150%;"> Select how often you would lik e the repo rt to run (<span sty le="font-s tyle: ital ic;"><i>Fr equency</i ></span>) by clickin g on the < span style ="font-sty le: italic ;"><i>Run Frequency< /i></span> drop-down arrow. Th e options include Da ily/Weekly , Monthly, Quarterly , Yearly, and Other (see table below).</ p> | |
| 140 | </li> | |
| 141 | </ol> | |
| 142 | <p style=" text-align : center; line-heigh t: 150%;">  </p> | |
| 143 | <table sty le="border -collapse: separate; border-co llapse: se parate;" c ellspacing ="4" width ="100%" bo rder="1"> | |
| 144 | <col style ="width: 1 9.042%;" / > | |
| 145 | <col style ="width: 8 0.958%;" / > | |
| 146 | <tr style= "height: 2 0px;"> | |
| 147 | <td bgcolo r="#000080 "><span st yle="font- family: Ve rdana, san s-serif;"> <font styl e="font-si ze: 10pt;" size="2"> <b style=" font-weigh t: bold; c olor: #fff fff;">Freq uency Para meter</b>< /font></sp an></td> | |
| 148 | <td bgcolo r="#000080 "> | |
| 149 | <p style=" margin-lef t: 0.02in; font-weig ht: bold; color: #ff ffff;">Opt ions</p> | |
| 150 | </td> | |
| 151 | </tr> | |
| 152 | <tr style= "height: 2 0px;"> | |
| 153 | <td bgcolo r="#DFDFDF "><font st yle="font- size: 10pt ;" size="2 "><span st yle="font- family: Ve rdana, san s-serif;">  </sp an><span s tyle="font -family: V erdana, sa ns-serif; font-weigh t: bold;"> Daily/Week ly</span>< /font></td > | |
| 154 | <td bgcolo r="#DFDFDF "> | |
| 155 | <p style=" margin-lef t: 0.02in; ">Select e ither one day of the week, mul tiple days of the we ek, or all of the da ys of a we ek.</p> | |
| 156 | </td> | |
| 157 | </tr> | |
| 158 | <tr style= "height: 1 51px;"> | |
| 159 | <td bgcolo r="#DFDFDF "><font st yle="font- size: 10pt ;" size="2 "><span st yle="font- family: Ve rdana, san s-serif;">  </sp an><span s tyle="font -family: V erdana, sa ns-serif; font-weigh t: bold;"> Monthly</s pan></font ></td> | |
| 160 | <td bgcolo r="#DFDFDF "> | |
| 161 | <p style=" margin-lef t: 0.02in; ">Once <sp an style=" font-style : italic;" ><i><i>Mon thly</i></ i></span> is selecte d, you hav e two opti ons for ge nerating a monthly r eport:</p> | |
| 162 | <p> < /p> | |
| 163 | <ol style= "list-styl e: decimal ; font-siz e: 10pt; f ont-family : Verdana, sans-seri f;"> | |
| 164 | <li style= "font-size : 10pt; fo nt-family: Verdana, sans-serif ;"><span>T he first r adio butto n allows y ou to sele ct the</sp an> <span style="fon t-weight: bold;"><b> first</b>< /span><spa n>,</span> <span sty le="font-w eight: bol d;"><b>las t</b></spa n><span>, or</span> <span styl e="font-we ight: bold ;">15th</s pan> <span >of each m onth.</spa n></li> | |
| 165 | <li style= "font-size : 10pt; fo nt-family: Verdana, sans-serif ;"><span>T he second button pro vides you with the c hoice betw een the</s pan> <span style="fo nt-weight: bold;"><b >first, se cond, thir d, fourth< /b></span> or last o f a <span style="fon t-weight: bold;"><b> specific d ay of the week</b></ span> <spa n>of every month (e. g., the fi rst Monday of every month). Se lect both of these f rom the dr op-down me nus provid ed.</span> </li> | |
| 166 | </ol> | |
| 167 | <p> < /p> | |
| 168 |  </td > | |
| 169 | </tr> | |
| 170 | <tr style= "height: 2 3px;"> | |
| 171 | <td bgcolo r="#DFDFDF "><font st yle="font- size: 10pt ;" size="2 "><span st yle="font- family: Ve rdana, san s-serif;">  </sp an><span s tyle="font -family: V erdana, sa ns-serif; font-weigh t: bold;"> Quarterly< /span></fo nt></td> | |
| 172 | <td bgcolo r="#DFDFDF "> | |
| 173 | <p style=" margin-lef t: 0.02in; ">Select t he <span s tyle="font -weight: b old;"><b>f irst or la st day of the quarte r</b></spa n> from th e drop-dow n menu.</p > | |
| 174 | </td> | |
| 175 | </tr> | |
| 176 | <tr style= "height: 1 42px;"> | |
| 177 | <td bgcolo r="#DFDFDF "><span st yle="font- family: Ve rdana, san s-serif;"> <font styl e="font-si ze: 10pt; font-weigh t: bold;" size="2">& #160;Yearl y</font></ span></td> | |
| 178 | <td bgcolo r="#DFDFDF "> | |
| 179 | <p style=" margin-lef t: 0.02in; ">Once <sp an style=" font-style : italic;" ><i><i>Yea rly</i></i ></span> i s selected , you have two optio ns for gen erating a yearly rep ort:</p> | |
| 180 | <p style=" margin-lef t: 0.02in; "> </ p> | |
| 181 | <ol style= "list-styl e: decimal ; font-siz e: 10pt; f ont-family : Verdana, sans-seri f;"> | |
| 182 | <li style= "font-size : 10pt; fo nt-family: Verdana, sans-serif ;"><span>B y clicking in the fi rst radio button, yo u can sele ct the mon th and spe cific date this year ly report will be ge nerated. S elect the month from the drop- down menu. Enter the day (in n umeric for m) in the field prov ided (e.g. , every Ja nuary on D ay 20, etc ).</span>< /li> | |
| 183 | <li style= "font-size : 10pt; fo nt-family: Verdana, sans-serif ;"><span>T he second radio butt on allows you to gen erate this yearly re port on ei ther the</ span> <b>< span style ="font-wei ght: bold; ">first, s econd, thi rd, fourth ,</span> < span style ="font-wei ght: norma l;">or</sp an> <span style="fon t-weight: bold;">las t</span></ b> <span>o f a</span> <span sty le="font-w eight: bol d;"><b>spe cified day of the we ek</b></sp an> <span> of a</span > <span st yle="font- weight: bo ld;"><b>sp ecified mo nth</b></s pan> <span >(e.g., th e second M onday in F ebruary, e tc.).</spa n></li> | |
| 184 | </ol> | |
| 185 | </td> | |
| 186 | </tr> | |
| 187 | <tr style= "height: 6 8px;"> | |
| 188 | <td bgcolo r="#DFDFDF "><font st yle="font- size: 10pt ;" size="2 "><span st yle="font- family: Ve rdana, san s-serif;">  </sp an><span s tyle="font -family: V erdana, sa ns-serif; font-weigh t: bold;"> Other</spa n></font>< /td> | |
| 189 | <td bgcolo r="#DFDFDF "><span st yle="font- family: Ve rdana, san s-serif;"> <font styl e="font-si ze: 10pt;" size="2"> To specify only one specific d ate, selec t</font></ span> <spa n style="f ont-family : Verdana, sans-seri f; font-st yle: itali c;"><i><fo nt style=" font-size: 10pt;" si ze="2"><i> Other</i>< /font></i> </span> <s pan style= "font-fami ly: Verdan a, sans-se rif;"><fon t style="f ont-size: 10pt;" siz e="2">from the drop- down menu. Click on the calend ar icon, a nd then cl ick on the desired d ate in the calendar. Advanced to future months/yea rs by clic king on th e arrows p rovided (u se the rig ht and lef t arrows t o locate/s elect a mo nth; use t he up and down arrow s to locat e/select a year).</f ont></span ><br /> | |
| 190 | <span styl e="font-fa mily: Verd ana, sans- serif;"><f ont style= "font-size : 10pt;" s ize="2">&# 160;</font ></span>&# 160;<br /> | |
| 191 | <span styl e="font-we ight: bold ; font-fam ily: Verda na, sans-s erif;"><fo nt style=" font-size: 10pt;" si ze="2"><b> NOTE:</b>< /font></sp an> <span style="fon t-family: Verdana, s ans-serif; "><font st yle="font- size: 10pt ;" size="2 ">You will not be ab le to sele ct a date that is in the past. </font></s pan>  </td> | |
| 192 | </tr> | |
| 193 | </table> | |
| 194 | <p style=" line-heigh t: 150%;">  </p> | |
| 195 | <ol start= "7" style= "list-styl e: decimal ;"> | |
| 196 | <li style= "font-fami ly: Verdan a, sans-se rif; font- size: 10pt ;"> | |
| 197 | <p style=" line-heigh t: 150%;"> Select the hours and minutes f rom the dr op-down me nus for <s pan style= "font-styl e: italic; "><i><i>Ti me to Gene rate Repor t</i></i>< /span>. It is a 24-h our clock. </p> | |
| 198 | </li> | |
| 199 | <li style= "font-fami ly: Verdan a, sans-se rif; font- size: 10pt ;"> | |
| 200 | <p style=" line-heigh t: 150%;"> Enter the e-mail add ress or mu ltiple e-m ail addres ses separa ted by a c omma (i.e. , PII , PII , PII ) to those recipient s who shou ld receive notificat ion of the generated report us ing the fi eld provid ed for <sp an style=" font-style : italic;" ><i><i>E-m ail Report Notificat ion To</i> </i></span >.</p> | |
| 201 | </li> | |
| 202 | <li style= "font-fami ly: Verdan a, sans-se rif; font- size: 10pt ;"> | |
| 203 | <p style=" line-heigh t: 150%;"> Once you h ave specif ied the <s pan style= "font-styl e: italic; "><i>Run F requency, Time to Ge nerate,</i ></span> a nd the dis played e-m ail notifi cation rec ipients, e nter the n umber of d ays the re port shoul d be displ ayed in th e text box provided under, "Cl eanup - Co mpleted re ports shou ld be reta ined for h ow many da ys?". <spa n style="t ext-decora tion: unde rline;"><u >The defau lt is 365 days.</u>< /span></p> | |
| 204 | </li> | |
| 205 | </ol> | |
| 206 | <ol start= "10" style ="list-sty le: decima l;"> | |
| 207 | <li style= "font-fami ly: Verdan a, sans-se rif; font- size: 10pt ;"> | |
| 208 | <p style=" line-heigh t: 150%;"> Click <spa n style="f ont-weight : bold;">S ubmit</spa n>.</p> | |
| 209 | </li> | |
| 210 | <li style= "font-fami ly: Verdan a, sans-se rif; font- size: 10pt ;"> | |
| 211 | <p style=" line-heigh t: 150%;"> A confirma tion messa ge will ap pear indic ating that the repor t was sche duled succ essfully.< /p> | |
| 212 | </li> | |
| 213 | <li style= "font-fami ly: Verdan a, sans-se rif; font- size: 10pt ;"> | |
| 214 | <p style=" line-heigh t: 150%;"> To view th e schedule d report, go to <spa n style="f ont-weight : bold;">I nventory T racker</sp an> > < span style ="font-wei ght: bold; ">Reports< /span> > ; <span st yle="font- weight: bo ld;">Sched uled</span >.</p> | |
| 215 | </li> | |
| 216 | </ol> | |
| 217 | <p style=" line-heigh t: 150%;">  </p> | |
| 218 | <p style=" background -color: #e df9f9; pad ding-left: 4px; padd ing-right: 4px; padd ing-top: 4 px; paddin g-bottom: 4px; borde r-left-sty le: Solid; border-to p-style: S olid; bord er-right-s tyle: Soli d; border- bottom-sty le: Solid; border-le ft-width: 1px; borde r-top-widt h: 1px; bo rder-right -width: 1p x; border- bottom-wid th: 1px;"> <span styl e="backgro und-color: #edf9f9; padding-le ft: 4px; p adding-rig ht: 4px; p adding-top : 4px; pad ding-botto m: 4px; "> <span styl e="font-we ight: bold ;">NOTE:</ span> You may click the <span style="fon t-weight: bold;">Bac k</span> b utton at a ny time to modify pr evious sel ections be fore submi tting your choices.< /span></p> | |
| 219 | <p style=" line-heigh t: 150%;">  </p> | |
| 220 | <p style=" line-heigh t: 150%;">  </p> | |
| 221 | <p style=" line-heigh t: 150%; f ont-weight : bold;">S ee Also</p > | |
| 222 | <p style=" line-heigh t: 150%; f ont-weight : bold;">< a title="S cheduled R eports" hr ef="view_s cheduled_r eports.htm ">Schedule d Reports< /a></p> | |
| 223 | <p style=" line-heigh t: 150%; f ont-weight : bold;">& #160;</p> | |
| 224 | <?rh-regio n_end ?> | |
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