Open Source ERP Academy

Schedule Emailed Reports and Processes

Background about Scheduler

The purpose of this page is to help you know how to schedule a report and have it email a user. Please note that a Report is a special type of Process. You can use the below concepts to schedule processes as well.

Schedule Emailed Reports

  1. Make sure your client is configured to use email.
  2. Find out the report process name
    1. Log in as System Administrator (SuperUser)
    2. Open the Menu window and find your report
    3. Write down the Process name
  3. Create the Scheduler Entry
    1. Log in as your client's Admin (GardenWorld Admin)
    2. Open the Scheduler window
    3. Create a new Scheduler header record
      1. Give it a good name
      2. Choose the above Process
      3. Give it a schedule - I choose every 15 minutes
      4. Give it a supervisor
    4. Zoom to the Scheduler record's Supervisor record. Make sure the Email User ID and Email User Password fields are complete and accurate. Note: the email will be sent from the supervisor's account.
    5. If your report requires parameters, create them in the Scheduler window => Parameters sub-tab
    6. Choose all recipients by creating records in the Scheduler window => Receipt sub-tab

Running a Scheduled Report or Process from a Window

Some reports and/or processes require the context of being run from a given record in a given window. You will notice that you can specify Table and Record ID at the bottom of the Scheduler window. The purpose of these fields are to allow you to run a report with the appropriate context.