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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. 

Creating a Report Bundle

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 in the Grid.

To create a bundle of Reports, click on  under Select the Report to Add:

 Select the report and then click the  next to the report in the 'Select Report run Parameters for selected Report':

Once selected, this report will then show under 'Report runs in Bundle':

If needing to add more reports to the bundle, select another report from the 'Select the Report to Add' option. Then click the  next to the report under 'Select Report run parameters for selected Report' box.  This report will then show with the others in 'Report runs in Bundle' box:

**NOTE** Two new reports are available via the Report Bundle UI: SSDT Payroll Report and SSDT W2 Report.  There is a new event that is capable of triggering an SSDT Payroll Report whenever a Payroll is posted.  When any payroll posting is complete, the PayrollPostCompletedEvent will be fired, and if a report bundle is set to run on this event and there is a SSDT Payroll Report in the corresponding bundle, it will create the report and send the result as specified in the bundle (right now, the only meaningful choice is an email address, but it will be able to be saved to the File Archive for Payroll CD replacement purposed).  Many more reports and events will be added to this capability.  The W2 Report currently can be run in a bundle, but there is no event that would automatically trigger it to run.

Click on  to save the Report Bundle:

To Exit out of the report bundles selecting option, click on the x in the right had corner:

This will then take you back to your Report Bundle Manager Grid:

Editing the Report Bundles

The Report Run information can be changed.  To change, click on the edit button next to the report name:

Select the report to edit and click  next to it:


You can change anything on this page.  Just remember, it only affects this report when it is run from this report bundle. For example, in the Name field, enter a report Name of choice:

Then click on  or  to Exit editing and click on Save:

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

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.

You have the option to View the report. Click on  next to the report bundle.  From here you can also Edit the reports or add more to your report bundle by click on :

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.  


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 - (One email with multiple attachments)
  • Send a multiple notifications with a single attachment - (Multiple emails with a single attachment in each)

Once all fields are entered, click on 

Job Scheduler

The scheduled job will then be listed under Utilities/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 the payroll post process needs to begin.

  • The PayrollPostCompletedEvent is published in the system once the payroll post process has been completed
  • The PayrollPostEvent is published to tell the system that the payroll post process needs to begin

Enter in the Send output to email address

Select the Archive Type from the drop down box:

  • Send a single notification with multiple attachments - (One email with multiple attachments)
  • Send a multiple notifications with a single attachment - (Multiple emails with a single attachment in each)

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 - (One email with multiple attachments)
  • Send a multiple notifications with a single attachment - (Multiple emails with a single attachment in each)

Once all fields are entered, click on 



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