Manually Run or View Scheduled Reports in D4W

Manually Run or View Scheduled Reports in D4W

Quote
Manually run an automated report, view automated report run history and view save automated reports. 

Manually Run an Automated Report

Rather than wait for the automated schedule to run the report, users can manually run a scheduled report. The report will be saved/e-mailed/printed based on the settings selected when the report was initially setup.

  1. Go to Location Management > Reports tab
  2. Operations menu > Schedule Reports
    1. Select the relevant report > Click Run Report

View Automated Report Run History

Each scheduled report can show a history of results (up to 10 results per report) which details the date/time, report format, whether it was printed, E-mailed or saved as well as the run result.

Run the Report
  1. Go to Location Management > Reports tab
  2. Operations menu > Schedule Reports
    1. Select the relevant report > Click View History               
Report Details

 

The following results can show in the Run Result column
Done
Report was successfully run
No Results

 Report has no records

Output Unavailable

  1. Excel or PDF not available

  2. Permissions do not let report be saved to path

  3. There is not enough disk space to save the report

Connection Error
No internet, unable to connect to SMTP
Printer Unavailable

  1. Printer Offline

  2. Printer does not exist

Client Unavailable
D4W/PSS Client was not active when report was scheduled to run
Client in Use
Client would have conflicted with report
Path Unavailable
Selected output path does not exist
Report Inactive
Report no longer active

View Saved Automated Reports

Reports that are saved to D4W/PSS (based on schedule settings), will be saved in the Reports tab.

During the setup of each report Schedule the Automate Running of Reports, when saving to D4W/PSS, there is the option to limit the number of times the report should be saved to View Saved Reports; this setting is for each individual report, and ranges between 1-20.

  1. Go to Location Management > Reports tab
  2. Operations menu > View Saved Reports
  3. Select the report > Click View Report

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