Schedule

Scheduling Reports

Click on Schedule on the left menu.

Click the Add Schedule button

../../_images/schedule-1.png

The top section includes required fields:

../../_images/schedule-options-0.png

The bottom section includes optional fields for email reports

../../_images/schedule-options-1.png

Scheduling Options

The Schedule module offers the following options.

Execute:

Options:
   now
   custom
   hourly
   weekly
   monthly

now: This will run the report immediately, with no subsequent runs.

custom: This option allows you to enter a custom cron for running the report

hourly, weekly, and monthly are as stated.

Name:

Options:
   Drop-down list of all available reports

The Name field will display a list of all available reports. Above, we have select the NewReports/ClassReports we created earlier.

Format:

Options:
   csv
   docx
   html
   html2
   jxl
   pdf
   pptx
   rtf
   xls
   xlsx

Select the desired output format for the report.

Data Source:

Options:
   Displays a drop-down list of Data Sources you have created.

Select the desired Data Source for the report.

File Name:

Options:
   Enter the desired file name WITH Extension.
   Example: ClassReports.pdf

Enter the desired Data Source for the report.

Email:

Options:
   Enter email address or comma separated list of addresses for delivery.

Enter the desired Data Source for the report.

Note

If you do not wish to email the report, tick the “Don’t send email” box. This will run the report and save it to disk on the server. The report can be retrived via disk or downloaded via Reports tab.

Optional Params

The Optional Params tab allows you to:

  1. Set email subject

  2. Set email message

  3. Add report parameters

  4. Use HTML Templates for email

Email HTML Templates

The directory for storing HTML templates for email is:

/home/tomcat/apache-tomcat-version/jasper_reports/email_tmpl

This directory contains a started template you can customize (email_template.html).

You can also add your own templates to this directory as well.

Any templates in this directory will appear in the dropdown box on the Report Schedule page;

../../_images/schedule-4.png

Using the included email_template.html, the Report email will look like below:

../../_images/email-templates.png

URL Parameters

To add Report Parameters to the report URL, enter the parameter(s) as shown below:

../../_images/parameter-url.png

You can add as many parameters as you wish to.