On the tab Schedule of a report properties document you can set up properties for a reporting on a server. Report data created on a server can be got by you into the application Reports Wizard or exported into a file for storing on the disk or for e-mailing to recipients. You can set up a schedule to perform periodic reporting on a server or to perform the reporting at a special time for the purpose to free your computer from the task.
You can set up a reporting schedule only if you are the report owner and the role SetSchedule has been granted to you in the application access control list. The name of user that is the report owner, you can view on the tab Administering of the report properties document.
To set up the schedule of reporting on server, do the next:
| • | Option Reporting. | |
| Choose a periodicity of reporting on server. A reporting will be occurred at the day and time specified here. Checking of requirement to build report data is performed on a server every hour all day. | ||
| • | Choice Monthly; | |
| Mark month's days and time of a reporting below. | ||
| • | Choice Weekly; | |
| Mark week's days and time of a reporting below. | ||
| • | Choice Daily. | |
| Mark the time of a reporting below. | ||
| If you want to stop a reporting on server, mark Don't perform in the choices. | ||
If is chosen a periodicity of reporting, you can set up the additional properties below.
Section Perform reporting for each value of selection parameters;
In the section are set the selection parameters of data sources ( up to two ) to perform scheduled report build for each value of a selection parameter. If you choose the second selection parameter its values will be set for each value of the first parameter. You can use a current value of a selection parameter to compute the full name of file for exporting report data as well as comment for notice.
| • | Field Data Source. | ||
| Choose a data source containing the selection parameter whose values you want to finger. | |||
| • | Field Selection Parameter. | ||
| Choose a selection parameter whose values you want to finger. | |||
| On the right you should set what values of the selection parameter will be fingered. | |||
| • | Choice Choices in the data source; | ||
| Check below Refresh choices before build to refresh the values of parameter each time at scheduled reporting. If data sources of the first and of the second selection parameter coincide, the getting of values for the second parameter will be done with taking into account a current value of the first one. | |||
| • | Choice Chosen values in the data source; | ||
| • | Choice Chosen values here. | ||
| Below choose or type the values of the selection parameter. | |||
Section Export and Send;
| • | List Perform Export to; | |
| Choose the export types that will be performed at report's building on server. | ||
| • | Choice Notes Documents; | |
| • | Choice MS Excel File; | |
| • | Choice Tidestone F1 File; | |
| • | Choice HTML File. | |
| • | Field @ Folder and File Name; | |
| Type in each of two fields an expression in Formula Language to compute the full name of file for data export at scheduled reporting. If the values of selections parameters are fingered ( see section above ), to use a current value of the first parameter you should type in an expression Value1 and a current value of second one - Value2. If file name does not contain an extension it will be added depending on an export type. | ||
| • | Option Attach data file to document; | |
| Check the option to export report data to a file, which will be attached to a result document of reporting on server. Allowable only if an export to file is checked above. | ||
| • | Option Notify of ending reporting by e-mail; | |
| Check the option that the notification message that a reporting on server has been done, will be sent. If the report wasn't built successfully, the problem description will be added to the message. | ||
| • | List Recipients; | |
| Type or choose e-mail addresses of the notification messages recipients. | ||
| • | Option Attach data file to message; | |
| Check the option that a file with data will be attached to a notification message. If report data wasn't exported into a file successfully, the trouble description will be added to the message. Allowable only if an export to file is checked above. | ||
| • | Field @ Comment. | |
| Type an expression in Formula Language to compute a text for the message. You also can use Value1 and Value2 in the expression to refer to the current values of selection parameters ( see field @ Folder and File Name above ). | ||
| • | Option Delete data file from disk. | |
| Check the option to delete data file after its attachment to document or sending by e-mail. | ||
Section Results of reporting on server.
In the section are displayed the rows each of which contains date and time of a report's building on server. Double click on a row opens the reporting result document. Besides date and time, in the document you can view either message about the successful reporting on server or description of the trouble because of which the reporting wasn't done successfully. Also the document can contain the file with the report data if you have checked the option Attach data file to document above.
See also: