Getting Started - Scheduling a Report

Overview

CMiC's report functionality allows users to schedule reporting, with options to email reports immediately or at specified dates and times. Additionally, users can configure scheduled reports to be emailed automatically on a recurring schedule.

Security

Screenshot of User Maintenance.

Pgm: SDUSRMNT – User Maintenance; standard Treeview path: System > Security > Users > User Maintenance - System Privileges tab

Users must be assigned the system privilege ‘SCHREPORT - SD: Allows the User to Schedule Reports’ in the User Maintenance screen in the System Data module. For more information, please refer to System Data - User Maintenance.

Process

This process outlines how to schedule reporting.

Step 1: Select a Scheduling Option

Screenshot of report parameter screen with [Schedule] button highlighted.

Sample report parameters screen

Enter the report parameters and press the [Schedule] button.

Screenshot of report parameter screen with "Email/Schedule" selected in the Destination field.

Sample report parameters screen

Alternatively, select the "Email/Schedule" option in the Destination field and press [Next].

Step 2: Enter Email Parameters

Screenshot of Email/Schedule.

Sample Email/Schedule parameters screen

Enter the email recipient(s), subject line, and message in the Email/Schedule screen.

Step 3: Set Schedule Details

Screenshot of Select Date and Time pop-up launched from Schedule fields.

Calendar pop-up launched from Schedule field

Reporting can be scheduled to run immediately by selecting "Run Now" or at a specified time by selecting "Run On" from the Schedule field's drop-down.

Reports can be scheduled to be printed at a specified date and time using the calendar pop-up window.

Step 4: Set Recurrence Type

In addition, the Recurrence Type field can be used to repeatedly print the scheduled reports with the following options.

  • None: This option does not schedule any repeated printing.

  • Simple: This option allows the user to specify the recurrence's frequency (in minutes, hours, days, or weeks), and end date (if any).

    Screenshot of Email/Schedule with Simple recurrence type.

  • Calendar: This option allows the user to specify the recurrence's frequency by specific months, dates, and times, and an end date (if any).

    Screenshot of Email/Schedule with calender recurrence type.

Step 5: Run Report

Screenshot of Email/Schedule with [Run Report] highlighted.

Sample Email/Schedule parameters screen

Press [Run Report] to schedule reporting.

Image of sample email with report attached.

Sample Email with report attached

Selected recipients will receive a scheduled email with the report attached as a PDF.

Step 6: Manage Scheduled Reports

Screenshot of Edit pop-up on Report Action Status.

Pgm: SDRPALOG – Reports Action Status; standard Treeview path: System > Utilities > Report Action Status - Schedule tab

Users can manage their scheduled reports in the Schedule tab of the Report Action Status screen in the System Data module. From this tab, users can modify the scheduled report's parameters, disable the scheduled report from running, or delete the schedule. For more information, please refer to System Data - Reports Action Status.