Running a new one-time report

If you do not want to store a report for future use, run a one-time report.

  1. Access the report function.
  2. Select New > One Time.
  3. Optionally, specify a different report title.
  4. Optionally, assign this report to a group and then specify the priority of this report in the group.
  5. Select a schedule type.
    Schedule types, which are set up in SA Table Code Value Setup, indicate when the report is run by the reporting service.
  6. Specify the date you want to run the report.

    If you assigned this report to a group in a previous step, leave the schedule date blank. The schedule date for reports that are assigned to the group are maintained in SA Job Status Administration.

  7. Specify the time to run the report.

    Use zeros as placeholders for hours and minutes less than 10. Do not type the colon. This time is approximate and is used to prioritize the report if other reports are scheduled to run simultaneously.

    Note: This time is in the client's time zone. Distribution SX.e makes the appropriate time zone conversions between the client and the server.
  8. Specify the print type and the information required for the print type.

    If you select File, the report output is sent to the /reports/[TenantID]/ directory.

  9. Select Print Options Page to print the options page each time the report is printed, and then click Next.

    To generate Excel output, you must select this option.

    Note: The Report Options setting in SA Company Setup determines the default setting for the Print Options Page option.
  10. Select Override Output Style to Text to generate an Excel file or to send the report to View or Email as a text file.
  11. Specify the ranges, and then click Next.
  12. Specify the options, and then click Next.
  13. Click Save.