Schedule Report

Select “Report Management” activity under “Reports”.
The “Manage Schedule” page appears. Select the report type, report name and click 'Create Schedule' link.
Enter the following details in the Basic Schedule details:

Report name	The name of the report.
Sheet name	The sheet name of the report.
Schedule Name	Enter the Schedule name. Schedule name should be unique.
Report Type	Select the report type like PDF/XLS/DOC/DOCX etc.
Is Multi Report	Select either 'Yes' or 'No'. Yes for Multiple reports and No for Single report.
Output File Name	Enter the name of the file. Generate report using this file name.
Zipped Output	Generated output will compress into Zip.
Copy to folder	Enter the share path. Copy the file to separate folder.
SP Name	If multi report is Yes then the user has to create stored procedure through which the different set of parameter has to be sent.

Note:

If the user wants to send all generated report files into one zip and move another share location or ftp then they can give the copy to folder and FTP detail from screen (only for Is Multi report is YES).
Parameter configuration and send mail configuration is not required for this multiple report generation. All this information taken from result set return from attached stored procedure.

Enter the following details in the header:

Schedule Task

Select the schedule task as Once/Daily/weekly/monthly.

Enter the following details for One Time Occurrence:

Schedule Task	Select Once from the schedule task.
Start Time	Select the time from the timer when schedule is executed.
No of Days	Enter the number of Days to retain the generated report in Schedule Report folder.
Run On	Select the schedule execute date from calendar.

Enter the following field details for DAILY recurrence:

Every Day

The number of days to recur, for type daily recurrence and the user has to repeat the task for every hour and certain duration for executing the schedule.

Enter the following field details for WEEKLY recurrence:

Week Days

Check the days in a week to recur.

Enter the following field details for MONTHLY SPECIFIC recurrence:

Run On	The schedule can be run on Specific day/Pattern/Last Day of month.
Specific Day	Select specific day of the month for schedule to be executed.
Pattern	Select the weekdays of month for executing the schedule.
Last day of the month	Schedule has to be executed every last day of the month.

Enter the following details in User – Service Preference header:

User ID	Select the user name for user preference.
Role Name	Select the name of the role.
Ou Instance Name	Select the OU instance which depends upon the selected user and role.
Report Description	Select the report description.

Note: User ID and role name is enough for SP based report for service.

Enter the following detail in Printer Settings header:

Printer Name	the name of the printer.
Description	The printer description.
Print Server	The server name of the printer.
Service Account Mail ID	The Google service account mail id.

Enter the following details in FTP Settings header:

FTP Type	The type of transfer protocol. The possible values are FTP / SFTP.
Remote Server Name	The IP Address of the remote FTP/SFTP Server (Ex: 172.16.10.5).
Remote Login Mode	The possible values are Password/Key. The key based authentication is currently enabled only for SFTP type.
Remote User ID	The User ID to be used to login to the Remote FTP/SFTP Server.
Remote password	The password to be used for logging in to the Remote FTP/SFTP Server.
Remote Directory path	The Remote Folder Path. (Ex: /root/TestDir/).

Enter the SP Parameter header:

Specify the values for the parameters listed.

Enter the following details in 'Mail Configurator' header:

Specify the mailing addresses or click icon to launch the Help on User screen and fetch the mailing addresses, subject and body content to whom the generated report file has to be mailed. Also settings can be configured to retrieve the details from external interface.

Note: The Parameter configuration and send mail configuration is not required for this multiple report generation. All this information taken from result set return from attached stored procedure.

Click the button to create schedule.