Scheduling Automatically Generated Reports

Using Microsoft Scheduler, you have the ability to automate the generation and distribution of reports according to a set schedule. This capability is entirely optional and you are required to have Administrator privileges to schedule a report using Microsoft Scheduler.

The following conditions apply:

  • Before scheduling, first test the report generation process by manually launching your report using the Launch tool (included with Publisher). Record the amount of time it takes for the reports to be calculated and to be sent to recipients. Use this information to schedule the report generation tasks so that they do not overlap with one another.

  • To ensure that the reports you send out contain the most current data, schedule report publishing just after the scheduled cube refreshes via Xchange.

  • If scheduled report tasks overlap in Microsoft Scheduler, the task currently running will “bump” the following task and prevent it from starting. If a task is “hung,” that task—and all future tasks—will be “hung” and no reports will be sent out.

Scheduling a report

To schedule automatic report generation using Microsoft Scheduler:

  1. From the Start Menu, select Settings, Control Panel, Scheduled Tasks, Add Scheduled Tasks. The Scheduled Task Wizard opens.

ScheduledTaskWizard.png

Figure 1.    Scheduled Task Wizard

  1. Click Next to open the next dialog.

ScheduledTaskWizardBrowse.png

Figure 2.    Scheduled Task Wizard

  1. Click Browse to locate the folder where the proCube Publisher Launcher resides. If the default path was selected during the installation of Publisher, the path will be: C:\Program Files\proCube Publisher\bin.

  2. From the list of files, select Launcher.exe and click Open.

  3. In the new dialog box, note that at the top of the dialog, your report has been called Launcher:

TaskWizMonthlyPLReport.png

Figure 3.    Scheduled Task Wizard

  1. Replace the report name—“Launcher”—with a descriptive name for your report, such as Monthly P&L Report.

  2. Under Perform this task, select the frequency at which the reports should be generated (e.g., daily, weekly, monthly). For our example, select Monthly, since Acme Trading Company generates monthly P&L reports.

After you select the frequency for report generation, note that subsequent screens are unique to that selection. For example, selecting Monthly gives you screens that allow you to specify which day of the month to generate reports. In contrast, by selecting weekly, you see screens that allow you to select which day of the week you want to generate reports. In our example, we will only be showing examples for a monthly scheduled report.

  1. Click Next to continue. In the new dialog box that appears, select the time and day you want this task to start (e.g., 9:00 AM).

TaskjWizardTimeDay.png

Figure 4.    Scheduled Task Wizard - Time and Day

  1. In this same dialog box shown above, you have two ways to select the day that the reports should be sent. Select the Day radio button to select the specific day of the month you want reports sent out, or select the “day of the week” radio button that allows you to select, for example, the first Monday of the month. In our example, select the “day of the week” radio button and choose the first Monday of each month. At the bottom of the wizard, note that by default, all months are checked off because previously, we selected “monthly” as our report frequency.

  2. Click Next to continue.

  3. In the new dialog box that appears, enter the user name (your domain name/your user name) and your network password:

TaskWizDomainUserPassword.png

Figure 5.    Scheduled Task Wizard - Domain and user information.

  1. Click Next to continue. The following confirmation dialog box appears.

TaskWizSuccessfullyScheudledTask.png

Figure 6.    Scheduled Task Wizard - Successfully Scheduled Task

  1. In this dialog box, check the box labeled Open Advanced properties for this task when I click Finish.

  2. Click Finish to continue. A new dialog box appears.

  1. Select the Task tab, if it is not already the default selection.

  2. Fill in the text boxes on this dialog box, as follows:

  • In the Run text box:  After the word “Launcher.exe,” add the reports that you want to launch, for example: C:\Program File\proCube\proCube publisher\bin\Launcher” “report1” “report2” “report3”

Each report name must be in double quotes “” and separated by a space. In addition, the report name must be exactly what is in the launcher report window. If these conditions are not met, then the report(s) will not be launched, and all additional scheduled reports will not run.

  • In the Comments text box: Enter in any comments that will help you remember which report this Command Prompt application is responsible for sending out.

  • In the Run As text box:  Leave the default text—do not change.

  1. Click Apply to continue. The report is now scheduled to be published based on the specifications you indicated.

Launching a Report from the Command Line

You can operate the report Launcher from the command line by following these steps:

  1. From the Start Menu, select Start, Run.

  2. In the text box of the Run window, type cmd. The command window will open.

  3. At the prompt, type: cd followed by the full directory name to where the Launcher resides. If the default path was selected during the installation of Publisher, the path would be: C:\Program Files\proCube\proCube Publisher\bin.

  4. Press Enter.

  5. At the prompt, enter: Launcher “report name” “report name,”.

  1. Press Enter. The Launcher report appears in the command window.

If you select a report that does not exist, or you misspell a report name in the command line, the report will not be sent. The error will be noted in the .xml file generated for your report during the launch process. Because the report is not sent, the launch process stalls, and any additional reports scheduled for launch will not be sent.

 

Have more questions? Submit a request

0 Comments

Please sign in to leave a comment.
Powered by Zendesk