Setting up and running a stored report

Storing reports, especially lengthy ones, is recommended if printers are shared by several operators. Storing reports can also automate report printing if the same information is required on a periodic basis. For example, you can process invoices at the end of each day. You can set up the Sales Entry Invoice Processing Report to run automatically every day at 5:30 PM.

  1. Access the report you want to store.
  2. Select New > Stored.
  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 first date to run the report.
    Note: 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 Report Scheduler Job Group Setup.
  7. Specify the time to run the report.
    Use zeros as placeholders for hours and minutes less than 10. Do not include 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 forDistribution SX.e the print type.
  9. Select Print Options Page to print the options page each time the report is printed, and then click Next.
    Note: The Report Options setting in SA Company Setup determines the default setting for the Print Options Page option.
  10. Specify the ranges, and then click Next.
  11. Specify the options, and then click Next.
  12. Specify a name or number for the stored report. Follow the naming conventions established by your company.
  13. Select Remove to remove the stored report from the schedule after it runs.
  14. Click Save.
  15. Click Refresh if you do not see the report you created in the Reports grid.
  16. On the Reports page, select the stored report.

    To copy an existing stored report to create another stored report, select Copy > Stored. To run an existing stored report as a one-time report, select Copy > One Time.

  17. Verify or change the information on the Information page, and then click Next.
  18. Click Next to review Ranges and Options pages.
  19. On the Run page, click Save.
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