Scheduling a form report to run automatically on a period basis

Overview

Form 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:

• Output to a network share (folder)

  Sending reports to a network share can be a great way of scheduling reports. Say you wanted for example a debtors trial balance to be run once a week to encourage you to follow up overdue accounts. You could make a shared folder called "Reports". Then inside the shared folder you could make another folder with your name, say "Joe". Then inside the "Joe" folder you could make another folder called "Debtors trial balance". Then when the report runs each week. It would automatically file itself in the correct folder. Even if you were way on holidays for a few weeks, the reports you need to look at would be piling up in your reports folders. Ready for you to review when you get back. Please let us know if you have found some examples of how using folders for scheduled reports helps your business. We are interested in improving our list of examples.

• Printed on a networked printer

  Actually printing the report is probably not required very often. But could be useful for example for a report you want to be actioned right way by team members that don't normally look at folders or emails. For example a list of products in the warehouse that have been back ordered, but which show available stock in the system. Please let us know if you have found some examples of how using printing for scheduled reports helps your business. We are interested in improving our list of examples.

• Emailed to a specific recipient

  Emailing a report to a team member can act like an alert, informing them of what needs to be done. For example a overdue sales back orders list. Please let us know if you have found some examples of how using emailed scheduled reports helps your business. We are interested in improving our list of examples.

Procedure

1. In Readysell, navigate to Reports > Form 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 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

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

Further Reading:

Criteria Language Syntax