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Report Bundles can be  used to set up single or multiple reports to be emailed to a user at any time. 

To Create a new Bundle of reports, click on  :

Field Definitions:

Enter a Report Bundle Name

A Description of the Report Bundles can be entered 

Tags can be created by the user.  Tags are user-defined words that mean something to the user to help categorize report definitions. For example, a tag could be 'YEAREND' or 'MONTHLY' reports.  Then they can use these tags for several other reports , enabling them to search for them easily.

To create a bundle of Reports, click on .
The Add Report Run box will then appear.  Click on the  to find a report:

Select the report to be included in the bundle, check the  in front of the report and then click on :


The report will then show in the Reports box:

Then more reports can be added to this Report Bundle or can be Saved if only one report is wanted.

To add more reports to your bundle, continue by clicking on  



Select your next report to be included in the Report Bundle, check the box next to the report and click on Add:

Once completed adding reports, click on the  or X in the "Add Report Run" dialog box.

Click on  to save the Report Bundle:

The Report Run information can be changed.  To change, click on the edit button next to the report name. 
You can change anything on this page.  Just remember, it only affects this report when it is run from this report bundle. 
For this example , the description name will be changed.  The Description name can be changed by clicking
on  next to the Report name.  Then in the Name field, enter a report Name of choice:

Then click on  or  to Exit editing

Click on the X in the right hand corner to close:

Schedule a report bundle

To schedule a report bundle, click on :

There are 3 Job Types:

  • Cron - Schedule based on a date/time and if it is re-occurring
  • Event - Schedule based on when an event runs
  • Immediate - Schedule to run now


Cron Job Type

Select Cron as the Job Type

To create a Cron Expression, click on http://www.cronmaker.com/

Select the periods of when to run the reports and Start time:

  • Minutes
  • Hourly
  • Daily
  • Weekly
  • Monthly
  • Yearly

Make sure to Generate Cron Expression.

Highlight the Cron Format   and paste it into the Report Bundle Cron Expression field.


Enter in the Send output to email address

Select the Archive Type from the drop down box:

  • Send a single notification with multiple attachments
  • Send a multiple notifications with a single attachment

Once all fields are entered, click on 

Job Scheduler

The scheduled job will then be listed under System/Job Scheduler.  This job will run every morning at 6:00 a.m.:


Event Job Type

Select Event as the Job Type

Select an Event for when to run your Report Bundles. For Example, I selected "org.ssdt_ohio.usps.model.events.PayrollPostEvent".  The report bundles will be emailed every time a Payroll is Posted.

Enter in the Send output to email address

Select the Archive Type from the drop down box:

  • Send a single notification with multiple attachments
  • Send a multiple notifications with a single attachment

Once all fields are entered, click on 

Immediate Job Type 

Select Immediate as the Job Type - This will send the reports immediately to the output specified.

Enter in the Send output to email address

Select the Archive Type from the drop down box:

  • Send a single notification with multiple attachments
  • Send a multiple notifications with a single attachment

Once all fields are entered, click on 


Search/View Report Bundle

The Report Bundle grid allows the user to search for existing report bundles. You can either enter in the Number or a few characters in any of the grid headings and all occurrences of that search will show up and then you can choose the item(s) you are wanting to view or edit.  Example - Report Bundle Name is one of my grid options. If I type in %Rep (% is use as a wildcard) in the Report Bundle Name field, all occurrences of any reports with Rep in the Report Bundle Name will appear. You can then click on the  next to the report you are searching for to view the data associated with the Report Bundle or click on the  to edit the record or  to delete the record.

Edit Report Bundles and Add more reports to your Report Bundle

  1. Select the Report Bundle to Edit
  2. Click on   next to the Report Bundle to be modified
  3. Here you can add reports to your report bundle by clicking on  
  4. or delete them by clicking on .
  5. Click on to save the changes made or select to not save changes.

Delete

Click on   in the grid beside the desired Report Bundle. A confirmation box will appear asking to confirm that the Report Bundle can be deleted.  


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