Schedules

In the Schedules tab, you can schedule recalculating reports when required.
This functionality is integrated with the SunSystems Cloud Storage (STO) where you can access and save reports. The supported components are Summary Report, Detail Report, Summary Links and Reference Links. Current Drill Path (including Analysis Sheets) is also recalculated. You can set the following options in your schedule:
  • Start Date and End Date

    Select the start and end date of your recalculating reports schedule. Setting the start date is mandatory.

  • Frequency
    Select one of the frequency options for your recalculating reports schedule:
    • Once

      Select Start Time.

    • Hourly

      You can select Start Date, End Date, Start Time and Interval. For example, run recalculation every 2 hours starting from 06/26/2024, at 15:30.

    • Daily

      You can select Start Date, End Date, Start Time and Interval. For example, run recalculation every 2 days starting from 06/26/2024, at 15:30.

    • Weekly

      You can select Start Date, End Date, Start Time and Day. For example, run recalculation every Monday and Friday starting from 06/26/2024, at 15:30.

    • Monthly
      You can select Start Date, End Date, Start Time, Calendar and Day. For example, run recalculation:
      • every 26th day of the month starting from 06/26/2024, at 15:30.
      • every second Sunday starting from 06/26/2024, at 15:30.
      • every first Monday (or last Friday) of the month starting from 06/26/2024, at 15:30.
  • Start Time

    Select the exact time that you want to run the recalculating reports schedule.

  • Interval

    Select the interval schedule to run recalculating reports at specified intervals once the previous operation finishes. The range of specified interval differs depending on what frequency of recalculating reports has been chosen.

Schedules status display

In the Schedules tab, you can verify the status of your schedules. The Last Result column, displays these statuses:

  • Completed - indicates that all steps of this schedule have been successfully completed.
  • Failed - indicates that the system has failed to load files, recalculate and/or save this schedule.
  • Pending - indicates that the task was initially setup but the schedule has not been executed yet.

Schedules security management

Every user can access the Schedules. This is what you can do with particular user roles assigned:
  • QAA user role

    With this role assigned, you can create a new schedule, edit or delete schedules you have previously created.

  • QAA-Admin and Infor-Admin user roles

    With these roles assigned, you can not only perform the same actions as with QAA user role, but you can also view, edit, or delete schedules from any user and change the owner of a schedule.