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Overview

Form reports Reports in Readysell can be configured to be automatically generated and delivered on a periodic basis. Reports can be delivered in any standard exportable format (PDF, Excel, CSV, etc) and can be delivered using any of the following methods:

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Note

For scheduled reports to run correctly, you will need to ensure your "Auto Generate Reports" task is correctly configured. Go to Administration > Advanced > Tasks and ensure the task is set as Enabled and has its schedule set to 0 0 * * * ?

Widget Connector
urlhttps://www.youtube.com/watch?v=TyUubSDFOzY&feature=youtu.be

Procedure

Warning

Make sure you know how to manually run the report before you try to schedule it! Run the report using exactly the parameters you intend to use. Then review the result. Make sure the manual report output looks like it suits your requirements. If you are scheduling a report for someone else. Ask them to approve the report output manually before you schedule it!

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  1. In Readysell, navigate to Reports > Form Reports (List or analysis reports)
  2. Find the report you want to schedule and select it
  3. Click on the Settings tab
  4. Set the Export File Type to reflect the format you wish the report to be generated in
  5. Click on the Schedule tab
  6. Click the New button above the schedule list
  7. For each individual instance you wish to schedule:
    1. Create a name (used for identification purposes)
    2. On the Recurrance sub-tab, select how often you wish the report to run
    3. On the Settings sub-tab, enter either:
      1. The UNC path of the network directory where you want the report to output
      2. The UNC path of the network printer where you want the report to print
      3. Check the "Email Report" check box, then enter the name and email address of the recipient (if you want more than one recipient, create a schedule instance for each)
    4. On the Parameters sub-tab select the parameter type you wish to use to run this report (see Form report Report schedule parameters)
    5. Fill in either the Value or the Parameter on each of the relevant rows that are populated based on the parameter type you selected
Note

When you first schedule a report that is only to run occasionally. You might want to schedule it to run a few minutes ago. Then go to tasks and manually run the schedule report task and check it works as expected. Then change your options and run the task again until you are happy with the result. Then finally, change the scheduling to really run when you want it to. Remember to make a note to check the first real run of the report to ensure it did actually work as you expected.

Example

Scheduling form reports is versatile, but can be complicated. Here are some examples of how you can set up the schedules for particular use cases.

Emailing the Customer Spend Variance report to sales people twice per month

Form ReportCustomer Spend Variance
Export File TypePDF
Schedule Recurrence
  • Recur Every Fortnight
  • Hour of Day: 9
  • Day of Fortnight: First Monday
Schedule Settings
  • Email Report: Checked
  • Receiver Name: Sales Rep's Name
  • Email Address: Sales Rep's Email Address
Schedule Parameters
  • Type: Card Filter Parameters
FieldValueParameter
CriteriaPrimarySalesPerson.Username = 'Sales Rep's Username'
 

CriteriaCreatedAt >= AddDays(LocalDateTimeToday(), -7) && CreatedBy.UserName = 'Service'


Further Reading:

Criteria Language Syntax