Scheduling Report Generator Reports in Job Processing
To schedule report generator reports to be generated during job processing, you must have access to the job processing area. This is accessed either via:
- Click the Admin menu item and select Job Queue; or
- Double-click Supervisor Menu
- Double-click System Administration
- Double-click Jobs
Once you are on the Job Maintenance screen, you can add a new job:
- Click the New button. NOTE: For complete information on this screen, reference the Job Processing setup page
All Report Generator queue entries have the same initial setup, except for the Sequence and Date Code(s):
| Field | Setting |
|---|---|
| Sequence | The sequence field tells the system what order to run the reports in, based on the date code(s) selected. For example, if you set the sequence to 15 and the date code to WD (Weekday), this report will be the 15th job run when WD job processing is performed |
| Date codes | Enter the date code or codes that should be associated with this report |
| Program | All Report Generator reports should have the program fw42m.r |
| Description | The description will automatically populate based on the program you entered. However, you can override the description with one of your own |
| Program Type | For Report Generator reports, select Report Program (TEMP-TABLE parameter) |
| Recurring entry | Select Recurring entry unless this is a one time only job |
Click OK. This will add the report to your job queue list:
Click the job ONCE to highlight it, and then click the Setup button. You will now see the parameters screen:
The following fields are available on this screen:
| Field | Description |
|---|---|
| Reporting period/thru | Enter the dates you wish to use for the reporting period. You can type it in mm/dd/yyyy format or click the calendar icon to select the date. For information regarding configuring dates within job processing, reference this document: Setting up Job Processing |
| Report classes | If your organization utilizes Report classes and you wish to enter the report class(es) here, you can do so by typing the report class code or codes, separated by commas |
| Report number | Enter the Report number or click the list icon to select from a list of available reports in the system |
| Compatibility | Leave this field set to Normal |
Print Options
After clicking the Print Options button you will see the following options. Choose the desired options and click OK to return to the report parameters screen.
| Option | Description |
|---|---|
| Printer | Click the drop down arrow to select from a list of available printers. DDI Connect uses your default printer unless told otherwise |
| Format | Click the drop down arrow to select from a list of available formats. Select paper size, number of columns, and number of rows for printing. Each report has built-in format defaults. Select “Use Defaults” to use the built-in report defaults. The number of rows and columns controls the print size and amount of information per page |
| Memo | If you wish, you can add a memo to the output of the report. NOTE: It is recommended that Word documents be saved with the .docx extension |
| View Report | This option generates a pdf file that is displayed on the screen when the report is generated |
| Archive Report | If this option is selected, the system will archive the report in the DDI Connect report archives. For information on working with archived reports, please reference this page: Archived Report Viewer |
| Print Report | If selected, the system will generate the report output to your default printer. NOTE: You will also receive a pdf version of the report, displayed on your screen |
| Print via PDF | Prints directly to your printer. |
| This option allows you to send a .pdf attachment of the report to the indicated users' email addresses. When OK is clicked, a dialog box will open requesting a recipient | |
| Duplex/Top | Prints the report on both sides of the paper in landscape style. The printer must be capable of printing on both sides or an error will occur |
| Duplex/Side | Prints the report on both sides of the paper in portrait style. The printer must be capable of printing on both sides or an error will occur |
| Green bar | Adds shaded, horizontal bars to the report, making it easier to read across columns |
| No dialog | Selecting this option means that no ‘Report Completed’ dialog will display after the report has been generated |
| Extra copies | If you want extra copies of the report generated, type the number in this field |
If you wish to schedule a job to email, make sure you select Email on the Print Options screen:
When you click OK, this screen will appear:
Enter the email recipient or recipients to the screen, then designate a subject. You can modify the default information that appears in the Subject and Message fields if desired.
Click OK. You will be returned to the report parameters screen. Click OK again to add the job to the queue.
