Define Report Action Options
Use the Scheduler's Report Action to run a selected Report on a scheduled basis. When you schedule a Report Action, you select the Report to run and define any parameters (example: Date range, priorities, etc.). Consider creating one Report with different parameters (example: Prompts) so that you can reuse the Report with different values. For example, run a Date Range Report at the end of every month, end of every quarter, and end of every year. Or, run an Incident Report with different priorities or different categories. If a Report has parameters, you are prompted to set the values that the Scheduler will pass to the Report when you schedule the Report.
To automatically print a Report, create a One-Step Action that prints the Report. Then use the Scheduler to run the One-Step Action.
For more information about Reports, see the Reporting documentation.
To define a Report Action:
| Report | Select a most recently used (MRU) Report. Click the Ellipses button to open the Report Manager, and then select an existing Report or create a new Report. |
| Format | Preferred format for the Report. Available formats include: .pdf, .bmp, .csv, .emf, .xls, .html, .jpeg, .txt, .png, .rtf, and .tiff |
| Output file |
Where to output the Report file: Click the Browse button to locate the Output file for the Report. Note: This file must be creatable on the machine where the
Scheduler runs. We recommend using a UNC name.
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