Report Scheduler - Screen Objects

• [1] Tool Bar
  • New - Create a new schedule. This button becomes the "Cancel" button when in edit mode.
  • Edit - Edit the selected schedule. This button becomes the "Save" button when in edit mode.
  • Copy - Copy the selected schedule.
  • Delete - Delete selected schedule.
  • Run Now - Run selected schedule.
• [2] Tab Bar
  • Quick Launch Tab - Click this tab to view the Quick Launch screen.
  • Report Scheduler Tab - Click this tab to view the Report Scheduler screen.
• [3] Schedule List
  List of schedules. Right clicking on a schedule brings up a popup menu with more options.
  • Popup Menu
    • Run Now
      Run report immediately.
    • New schedule
      Create a new schedule.
    • Edit this schedule
      Edit selected schedule
    • Change next run time
      Manually edit the next run time.
    • Make a copy of this schedule
      Copy selected schedule with all options. You need to select a new schedule name.
    • Delete this schedule
      Delete selected schedule.
    • Delete all schedules
      Delete all schedules and related settings.
    • Scheduler enabled (System Tray)
      Enables and disables the scheduler. Keep it checked under normal circumstances. This setting does not apply to the scheduler service.
    • Scheduler enabled (Service)
      Enables and disables the scheduler service. Keep it checked under normal circumstances.
    • View report log for this schedule
      Open the report log with a filter set to show only records for the selected schedule.
    • Scheduler service log
      Control how much information is recorded in the service log file.
• [4] Enabled
  Uncheck this option to disable the report schedule. (Applies to service and system tray mode)
• [5] Server Logon Information
  Database logon information. What is required depends on how your report is configured. You can enter the login information into each schedule or add entries into the 'Server Info' screen with a 'Sched ID' of 0.
  • Advanced
    This give you the option of adding a Server Name and Database Name which is required for some report configurations. The advanced logon is required if you have more than 1 data source for the report. There is 1 line per connection. In most cases you will only need to enter a user name and password unless you want to override the connection settings in the report.
    • Server Name or DSN
      Name of the database server or Data Source name used in the report connection. If the database is a file enter the entire path to the file and file name here (C:\Folder\Data.mdb).
    • Database Name
      Name of the database to use.
    • User ID
      User name for the login.
    • Password
      User password.
    • Table Name
      Name of the table to use for this login. Normally not required but can be useful if you have multiple connections in a report and want to override the connection settings in the report file.
• [6] Report Parameters
  This section allows you to enter parameter values that are required by your report. You can enter values or use the Easy View variables for dates and other automated settings. If you have more than 1 value for the same parameter, enter 1 line for each value.
  • [a] Parameter
    Parameter name or number
  • [b] Value
    Value of the parameter.
• [7] Schedule
  • [a] Name
    Name of the schedule. Must be unique.
  • [b] Report File
    Full path and name of the report file to run.
  • [c] Type
    Mode to run in:
    • Preview
      Open the report in the preview screen
    • Quick Print
      Print the report only.
    • Export
      Select this option to export the report to a directory. You can also email and print the report from this option.
• [8] Statistics
  • Last Run
    Date and time the report was last run successfully.
  • Next Run
    Next date and time the report is scheduled to run. Double click the time to edit the next run time manually.
  • Last Result
    What happened the last time Easy View tried to run the report. See the Report Log for more detailed information. Double click the time open the report log with details about the selected schedule.
• [9] Run Times
  Control the frequency the report is run
  • 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 (0-59). 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.
  • Bi-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 every other week 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 (0-31). Enter 31 for the last day of the month. It will adjust automatically when a month has less than 31 days.
  • Bi-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 (0-31). Enter 31 for the last day of the month. It will adjust automatically when a month has less than 31 days.
    • Enter the start date. Used to determine which month to start on.
  • Quarterly
    • 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 (0-31). Enter 31 for the last day of the month. It will adjust automatically when a month has less than 31 days.
    • Enter the start date. Used to determine which month to start on.
  • Annually
    • Enter the time you want the report to run each day. (e.g. 5:00:00 PM)
    • Enter the start date. Used to determine which month to start on.
• [10] Export Options
  • [a] Format
    This determines what type of file the report will be exported to. (e.g. PDF, MS Word, Excel etc)
  • [b] Export File
    Set the file name and location to save the exported file to each time the report is run. The variable <FileDate> can be used to date stamp the file or folder name. If the folder does not exist it will be created. 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.
  • [c] 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.
  • [d] 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).
  • [e] 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.
  • [f] Print
    Check this box to print 1 or more copies at the same time the report is exported.
  • [g] No Blanks
    Check this option if you don't want to send the report when there is no data in the report.
  • [h] 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.
• [11] Email Options
  • [a] To
    Email recipient in the 'To' box.
  • [b] Cc
    Email recipient in the 'Cc' box.
  • [c] Bcc
    Email recipient in the 'Bcc' box.
  • [d] Subject
    Email subject.
  • [e] Attach exported report
    Check this box to attach the exported report file to the email.
  • [f] Mail Type
    Select whether to send the email using MAPI or SMTP. For the report scheduler to work in "Service" mode you must select SMTP. You also must enter your email settings in email tab of the options screen.
  • [g] Email Account
    Email account to use when emailing the report. This setting applies only when emailing reports with the SMTP option.
  • [h] 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.
• 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.

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