Report Scheduler - Schedule a report

Creating a scheduled report is just as simple a running a report from the 'Quick View' screen.

• To create a new schedule just click on the 'New' button at the top left side of the screen.
• To edit an existing schedule, just select a schedule in the list and click on the 'Edit' button at the top left side of the screen.

Schedule box

• Name
  Name of the report schedule. It can be any name but it can not be repeated in the list
• Type
  Mode that the report will run in. (Preview, Quick Print, Export)
• Report File
  This is the path of the Crystal Report file you want to run. You can type it in manually or click the 'Report File' button to browse for the file.
• Printer
  This option only applies when running a report in 'Quick Print' mode or 'Export' mode when the 'Print' box is checked. By default the report will print out to the default Windows printer. If you wish to override this behavior you can change the printer for this schedule by clicking the Printer button. A box will pop up that lets you pick from a list of printers available on your computer. This setting will only apply to this schedule and can be different for each individual schedule.

Server Logon Information box

On many systems you ma be required to supply user information so that the report can login to the database server. In most cases just a user name and password are all that is required.

• User ID
  User name required to login to the database server.
• Password
  Password required to login to the database server.

In some cases you may need to supply more information to login to the database server. In these cases, click the Advanced' button to bring up the advanced login screen. If your report needs to login to more than 1 database server, you will always need the advanced login screen.

• Server Name or DSN
  Enter the name or IP address of the database server. If the report uses a DSN to make the connection, enter the DSN name here.
• Database Name
  Name of the database on the server.
• User ID
  User name required to login to the database server.
• Password
  Password required to login to the database server.

Run Times box

• Minute
  • Enter the number of minutes to run the report. (e.g. every 15 minutes)
  • Enter the number of minutes past the hour to run the report. This is only used to determine the first run time.
• Hourly
  • Enter the number of hours to run the report. (e.g. every 6 hours)
  • Enter the number of minutes past the hour to run the report.
• Daily
  • Enter the time you want the report to run each day. (e.g. 5:00:00 PM)
  • Enter the start date. (e.g. 1/1/2035)
  • Check off each day of the week you want to run the report. By default it will run every day but you may not want to run it on certain days.
• Weekly
  • Enter the time you want the report to run each day. (e.g. 5:00:00 PM)
  • Enter the start date. (e.g. 1/1/2035)
  • Check off each day of the week you want to run the report. Since the report is only run once weekly you can only check off 1 day.
• Monthly
  • Enter the time you want the report to run each day. (e.g. 5:00:00 PM)
  • Enter the day of the month to run the report.
• Once
  • Enter the time you want the report to run each day. (e.g. 5:00:00 PM)
  • Enter the date to run the report. (e.g. 1/1/2035)

Export Options box

• Format
  This determines what type of file the report will be exported to. (e.g. PDF, MS Word, Excel etc)
• Export File
  Set the file name and location to save the exported file to each time the report is run. You can type it in or click the 'Export File' button to browse for the location and file name. You do not need to have the file extension at the end of the file name (e.g. .pdf). Easy View will add this on when the report is run.
• Email File
  Check this box to attach the file to an email and send it out automatically. You will also need to include at least 1 email recipient, subject and message for the email settings.
• Overwrite File
  If this box is checked Easy View will overwrite a file if it already exists with the same name (e.g. C:\Report.pdf). If this box is unchecked, Easy View will create a new file name so that the original file is not lost (e.g. C:\Report(1).pdf).
• Delete File
  Check this option to delete the exported report file after it is emailed. This option is only available when the file is sent in an email.
• Print
  Check this box to print 1 or more copies at the same time the report is exported.
• Options
  Click this button to set any additional export options that may apply to the export format. This is only available when the export format you are using has additional options.

Email Options box

• To
  Email recipient in the 'To' box.
• Cc
  Email recipient in the 'Cc' box.
• Bcc
  Email recipient in the 'Bcc' box.
• Mail Type
  Select whether to send the email using MAPI or SMTP.
• Subject
  Email subject.
• Body
  Message text that goes into the body of the email.
• Embed the HTML report into the body of the email
  This option is only available when the report will be exported into one of the HTML formats. When this option is checked, the output from the report will be embedded into the body of the email instead of being attached to the email as a file. This option is useful when you are emailing reports to computers that may not handle attached files easily. This is especially true for things like PDA's. In these cases it is better to embed the report into the email body rather than send it as an attachment.
  
  There are some limitations to using this method:
  • You must export into one of the HTML formats.
  • Any images in the report won't be embedded into the email.
  • The report must be exported into a single HTML file. It can't be broken up into multiple pages of HTML files.
  • The size of the file is not unlimited. It is best suited for reports of about 5 pages or less.

Report Parameters list

For reports that require parameters, you can enter the parameters into the 'Report Parameters' list. See the parameters section for more details.

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