Reporting Services Integration

Use the Report Scheduling feature to run reports at scheduled times from within GoldMine. It works in conjunction with Microsoft's SQL Server Reporting Services and Microsoft Visual Studio. These programs must be installed and operating successfully for Scheduled Reports to function. Reporting Services must be configured for E-Mail Delivery.

NOTE: This feature only works with SQL Server Standard Edition or higher.

From the menu bar, select Go To > Reports > Report Scheduling. If the feature has not been configured, a message appears.

If the feature has been configured, the Scheduled Reports dialog box appears.

See Using Scheduled Reports.

To Schedule Reports

1.

From the menu bar, select Go To > Reports > Report Scheduling.

The Scheduled Reports dialog box opens.

This dialog box is blank until you have scheduled a report and it is pending.

2.

Click New. The Schedule a Report dialog box opens.

NOTE: If Microsoft .NET 1.1 has not been installed, an error message appears explaining the RepServicesBridge.dll has not been registered. Ask your system administrator to register this DLL file.

3.

Click the Detail tab.

4.

From the Report drop-down list, select one of the reports contained in Microsoft Reporting Services.

5.

From the Schedule area, select a Start Date and Start Time.

6.

From the Delivery area, select By e-mail or Shared directory.

E-mail is sent by MSSQL Reporting Services, not from within GoldMine.

7.

From the Render format area, select Excel, HTML HyperText Markup Language. The authoring language used to define the structure and layout of a Web document by using a variety of tags and attributes., PDF, or XML Acronym for Extensible Markup Language. XML is a universal format that uses tags for exchanging structured documents and data on the Internet.. The report is delivered in this format. The formats mimic those available in Microsoft Reporting Services.

8.

If you have selected Shared directory, click the Delivery tab.

NOTE: If you selected Shared directory and do not configure the Delivery settings, an error is logged in the GoldMine Process A sequence of two or more events, which are the step-by-step instructions that GoldMine evaluates to perform a defined series of activities. Also known as an Automated Process. Monitor and the report is not delivered.

9.

If you selected Shared directory on the Detail tab, configure the path here.

10.

In the File name text box, type the folder name of the shared directory.

11.

In the Path (UNC) text box, type the UNC path to this folder.

12.

Select Add a file extension when the file is created check box.

13.

In the File Share Credentials, type a Username Use this name to log into GoldMine. Identifies the user's activities. and Password for this folder. If the folder has an existing username and password, type these.

14.

In the Overwrite area, select Do not overwrite, Overwrite with newer file, or Increment file name.

15.

Click OK.

16.

The Scheduled Reports > Active tab reopens.

The report you just scheduled should be listed.

Report Notes

○ After the report runs based on the scheduled time in Scheduled Reports, that report is automatically removed from the Active tab and then logged in the Completed tab.

○ If you want a report to run immediately, select the report and click Complete.

○ To make changes to the settings in the Schedule a Report – Detail or Delivery tabs, click Edit in the Scheduled Reports dialog box.

○ To delete a report from the schedule, select it in the Active tab, and click Delete.

○ To delete a report from the Completed tab, select it and click Purge. Select Purge All to delete all reports.

○ There is no recurrence with this feature. You must manually schedule a report to run each time.