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  • My Report Schedule
  (c) American Soft Solutions Corp, 2017

My Report Schedule

The routine is used to schedule a report (any of My Reports), to run automatically per setting setup in the schedule.
 
Instant Procedure
New Schedule
a.     Click New Schedule Button
b.     Select the Start Date , you want the schedule to start.
c.     Click the Report Lookup button  , to select the report to be processed.
d.     Select the desired Interval .
e.     Type in a valid email address of the report recipient .
f.      Click the Save button
After the schedule is saved successfuly, it should appear in Schedule grid.
 
Edit existing Schedule
a.     From within the Schedule grid, double click the schedule to edit
b.     Make desired changes.
c.     Click the Save button .
 
Delete existing Schedule
a.     From within the Schedule grid, double click the schedule to edit
b.     Click the Delete button .
 
My Report Schedule
1

First saved schedule

1. First saved schedule
 
2

2nd saved schedule and selected

2. 2nd saved schedule and selected
 
3

Schedule grid

3. Schedule grid
Schedules after getting saved, appear in the grid.
4

New Schedule button

4. New Schedule button
Click this button to start a new schedule.
5

Schedule start date to run

5. Schedule start date to run
This date is either the current date or the future date.
6

Report file name

6. Report file name
The report file name field is non editable field. The user can only use the Report Lookup button to select the report to run in the schedule.
The report resides in a special folder named 'ProlisMyReports', located at the database server of Prolis. Prior to creating the schedule,
one must ensure this special folder is created on the database server with an access to windows everyone user.
7

Schedule ID

7. Schedule ID
This value is controlled by Prolis, the user has no access to it.
8

Report Lookup button

8. Report Lookup button
Click this button to navgate to the directory for the report to use it for this schedule.
9

Interval drop down

9. Interval drop down
Select the Interval, the schedule is to run at.
10

Recipient's Email address

10. Recipient's Email address
Enter the recipient's valid email address, for the schedule to process the report and email it to the Recipient.
11

Frequency Count

11. Frequency Count
Enter a numerical value, equal to the number of times you want the schedule to run for. For an indefinite operation, enter the word 'Infinite' or leave it blank.
12

Delete button

12. Delete button
Click this button to delete the displayed schedule.
13

Save button

13. Save button
Click this button to save the changes you made for the schedule.