Scheduling Reports / Adding or Editing a Report Package |
The Report List page of the Add/Edit Package Schedule dialog box lets you specify the reports that are included in the report package. For each report, you can specify the output format and runtime parameters.
To add one or more reports to the report list:
On the Report List page of the Add/Edit Package Schedule dialog box, click Add.
The Select Report dialog box opens.
Select a Report Category, and then select one or more reports from the list.
To select multiple reports, hold down the Ctrl key as you click each report.
To select a range of reports, click the first report in the range, and then hold down the Shift key as you click the last report in the range.
When you are finished selecting reports, click Finish to close the Select Report dialog box and return to the Report List page of the Add/Edit Package Schedule dialog box.
To specify the name and format of a report, as well as report parameters, select a report in the Report List, and click Edit.
The Edit Report dialog box opens.
Make sure the Enabled check box is checked.
If you later decide to disable this report in the package, you can uncheck the Enabled check box.
Specify the following options:
Report Output Filename – Name of the report output file (up to 100 characters).
Notes for Report Recipient – Brief notes for the intended recipients describing how to read and understand the report.
Export Only if Data Exists – Check this option to generate an output file only if data exists for the specified parameters.
Format – Select either PDF (Adobe Acrobat) or RTF (Microsoft Word - Rich Text Format). For reports from the Export Data category, you must select CSV (Comma-Separated Values) format.
Click the Parameters tab, and specify the parameters for the report.
Parameters vary for reports. For a list of the parameters, see Entering Parameters for Scheduled Reports.
Click Save to save changes, close the dialog box, and return to the Report List page of the Add/Edit Package Schedule dialog box.
To specify the filename suffix for reports:
On the Report List page of the Add/Edit Package Schedule dialog box, click the Append as Suffix to Filename list and select the date format to append to the end of the report filename. Select "mm-dd-yyyy hhmmss" or "mm-dd-yyyy" (the default), or blank (no format).
To add all reports in a package to a ZIP file:
On the Report List page of the Add/Edit Package Schedule dialog box, make sure Add all reports to ZIP file is checked.
In the Filename field, enter the name of the ZIP file (up to 100 characters).
To delete reports from a package:
On the Report List page of the Add/Edit Package Schedule dialog box, select one or more reports from the list.
Click Delete.
A message box opens to confirm that you want to delete the selected report(s) from the package.
Click OK.
To preview a report in a package:
On the Report List page of the Add/Edit Package Schedule dialog box, select a report from the list.
Click Preview.
A separate browser window opens to preview the report.
To disable a report in the report list:
On the Report List page of the Add/Edit Package Schedule dialog box, select a report from the list.
Click Edit.
The Edit Report dialog box opens.
Make sure the Enabled check box is unchecked.
Click Save to save changes, close the dialog box, and return to the Report List page of the Add/Edit Package Schedule dialog box.
To modify parameters for multiple reports in a package:
On the Report List page of the Add/Edit Package Schedule dialog box, select multiple reports from the list.
Click Bulk Parameter Update.
The Bulk Parameter Update dialog box opens.
Modify report parameters as appropriate. For more information, see Bulk Parameter Update.
Click Finish to save changes, close the dialog box, and return to the Report List page of the Add/Edit Package Schedule dialog box.