Report Scheduler

This program provides the functionality to automate the generation and distribution of reports at predefined intervals.

Exploring

Things you can do in this program include:

  • Create and manage schedules for one or more reports to run automatically

  • Create and manage groups that contain one or more report schedules

  • Define how often each report should be generated (e.g., daily, weekly, monthly).

  • View and track the report queue to check status, progress, or any issues.

This program is accessed from the Program List of the SYSPRO menu:

  • Program List > SYSPRO Reporting Services

Starting

You can restrict operator access to programs by assigning them to roles and applying access control against the role (configured using the Role Management program).

The following configuration options in SYSPRO may affect processing within this program or feature, including whether certain fields and options are accessible.

The Setup Options program lets you configure how SYSPRO behaves across all modules. These settings can affect processing within this program.

Setup Options > System Setup > SQL

  • Company database connection

    • Company database authentication

    • SQL Server name

  • SQL Server administrative information

  • SQL Server standard user information

    • The administrative and standard SQL user must have access to create a database and tables within the database, as well as access to read and write data.

  • SRS reporting database connection

    • The SRS reporting database connection is the SQL user that must have DBcreator and read/write access.

      This is the user that creates the _SRS table the first time a report is generated and the user that obtains the data from the _SRS database.

    • The SRS reporting database connection is strictly used for the data that reports will use and will not be consumed by the SYSPRO Reporting API or the SYSPRO Reporting Services.

    • SRS authentication

    • SRS SQL Server name

    • SRS login password

      Select Test SQL connection to verify that the connection to the SYSPRO Reporting Services database is successful.

Setup Options > System Setup > E.Net Service Details

  • Server name

  • SOAP port

  • REST port

Setup Options > System Setup > Reporting

  • Reporting service API endpoint

    The endpoint is created automatically by the SYSPRO Application Gateway Service service.

  • Maximum rows per report

Setup Options > System Setup > Connectivity

  • Application Gateway service settings

    • Use Application Gateway service

    • Application Gateway service endpoint

    • Authentication key

      Select Test connection to verify that the connection to the SYSPRO Application Gateway Service is successful.

Solving

Report Scheduler

Yes, you can select report parameters by following these steps:

  1. Launch the Report Scheduler program.

  2. Select an existing schedule or create a new schedule.

  3. Add the report in the Reports to Run listview.

  4. Select the Define Options hyperlink to select what you want to include in the report at the Report options tab and how you want the report to be generated at the Output options tab.

    If no options are selected, then the report is generated using the default options.

Using

  • Columns in a listview are sometimes hidden by default. You can reinstate them using the Field Chooser option from the context-sensitive menu (displayed by right-clicking a header column header in the listview). Select and drag the required column to a position in the listview header.

  • Fields on a pane are sometimes removed by default. You can reinstate them using the Field Selector option from the context-sensitive menu (displayed by right-clicking any field in the pane). Select and drag the required fields onto the pane.

    The captions for fields are also sometimes hidden. You can select the Show Captions option from the context-sensitive menu to see a list of them. Click on the relevant caption to reinstate it to the form.

    If the Show Captions option is grayed out, it means no captions are hidden for that form.

  • Press Ctrl+F1 within a listview or form to view a complete list of functions available.

Referencing

This lets you capture a new data record.

This saves the details you entered or changed.

This lets you rename the currently highlighted record.

This deletes the highlighted data record.

This launches the SRS Report Queue program.

This pane lists the report schedules.
Field Description

Group name

This lets you enter name for the group of reports for which you want to create a schedule.

Schedule name

This lets you enter a name for the schedule.

Schedule description

This lets you enter a description for the report schedule.

Frequency

 

Schedule frequency

You can select whether you want to run the reports in this schedule once, daily or monthly.

Start date

This defaults to today, but can be changed by entering a new date or selecting the date using the date picker.

Start time (24 hour)

This defaults to the current time, but can be changed by entering a new time.

End date

You can optionally enter an end date if you only want this report schedule to run for a limited time.

Configure

Select the Configure frequency hyperlink to display the Frequency Configuration window where you can select the number of days on which the report group should run.

Next run times

This section displays the next 5 dates and times when the reports within the group will be generated.
Field Description

Report name

Click on the Search button to view and select the report(s) you want to include in the schedule.

Options

Select the Define Options hyperlink to launch the report window where you can select what you want to include in the report at the Report options tab and how you want the report to be generated at the Output options tab.

If no options are selected, then the report is generated using the default options.

Parameters

The phrase Using default options is displayed if the report is generated using the default parameters.

The phrase Run time parameters set is displayed if you have used the Define Options hyperlink to select what you want to include in the report and how you want it generated.