Scheduling user reports

You can schedule user reports to run automatically.

Note: Scheduled reports must not use a form to select report criteria; all criteria must be coded into the report itself. For example, the standard report NZMOE_eAR_ATTSTUUNEXD contains selection criteria input through a form. The report NZMOE_eAR_ATTSTUUNEX is the same report with the criteria coded into the report.

You can configure the schedule to:

Run once at a set date and time. See Scheduling a one-time report.
Run at regular intervals from a set date and time. You can schedule a report to run:
- Every set number of days. See Scheduling reports on a set day.
- On a particular weekday every set number of weeks. See Scheduling reports on a set day per week.
- On a particular day of month every set number of months. See Scheduling reports on a set day per month.
- On a set weekday of the month every set number of months. See Scheduling reports on a set weekday per month.
- Once on the designated day. See Scheduling reports to run once at a set time.
- At set intervals on the designated day. See Scheduling reports to run several times per day.
- From a set start date until a set end date. See Scheduling reports to start and stop on a particular date.
- Indefinitely from a set start date. See Scheduling reports to start and stop on a particular date.
Email the report with a selected sender, subject line and recipient list.
Print the report.

Opening the Report Scheduling window

To open the Report Scheduling window:

Select Module > System > User/Report Form Editor.
The Report Selector window is displayed.
Click .
The Report Scheduling window is displayed.

Report Scheduling window key fields and buttons
Grid area fields

Grid area field	Description
Delivery	Delivery mode of the schedule: E for email P for print.
Start	Date the schedule begins.
End	Date the schedule ends.
Frequency	Whether the schedule repeats on a: Daily Weekly, or Monthly basis.
Interval	Number of days, weeks or months (depending on frequency) between scheduled reports. For example, if a report is scheduled to repeat on Monday and Tuesday every four weeks, the Interval would be 4.
Last Run	Date the schedule last produced a report.
Next Run	Next date the schedule produces a report.

Fields

Field

Description

Schedule Type

Whether the report is scheduled to be run:

only once
on a regular basis.

Delivery Mode

Whether the report is:

sent via email
printed.

Enabled

Whether the schedule is currently operating.

Note: You are only able to edit a schedule if it is enabled.

Buttons

Button	Description
	Add another schedule for this report.
	Delete the selected schedule.
	Save changes to the selected schedule.

Email Settings area fields and buttons
Fields

Field

Description

Email From

Staff member to be listed as the sender of the report email.

Note: Only staff defined in Staff Maintenance with an occupation email address appear in the drop-down list.

Email To

Staff members to send the report email to.

Email Subject

Subject line of the email.

Buttons

Button	Description
	Add a staff member to the list of email recipients.

One time Occurrence area fields

Field	Description
Date	Date and time the report is processed. Note: Press the right arrow key to set the time.

Frequency area fields

Field	Description
Occurs	Select the frequency with which the report is run. Note: Different options are presented to configure each frequency.
	Occurs	Description
	Daily	Select the number of days between report runs.
	Weekly	Select: the number of weeks between report runs the days of the week the report runs.
	Monthly	Select to run the report either: on a set day of the month, by selecting: the day of month to run the report the number of months between report runs. For example, set the report to run at the start of each quarter by selecting Day 1 of every 4 months. Note: To have a report run on the last day of the month, set the Day to 31. This runs on the last day, regardless of how many days are in the month. on a regular day of the week during the month, by selecting: the position of the week within the month the week day to run the report on the number of months between report runs. For example, you can set the report to run on the second Tuesday of each month, or the last Friday of every three months.

Daily Frequency area fields

Field	Description
Occurs once at:	Schedule the report to run once at a specific time of day.
Occurs every:	Schedule the report to run several times during the day.
Minutes	Number of minutes between report runs.
Starting at	Time of the first report run.
Ending at	Time after which no more reports are run.

Duration area fields

Field

Description

Start Date

Date the schedule begins.

End Date

Date the schedule ends.

No End Date

Either:

select to make the schedule run indefinitely
select End Date to require a start and end date.