Hello!
I have a user that would like to run a report regularly. I know Epicor is quite capable of this, as we already have a check run every week. Except I did not create it, it was before my time…
Does anyone have any documentation or guides on how to go about working with scheduling, process sets, etc.?
Thank you!
I’m not sure of the documenation officially, but you create a schedule in System Agent. Then on any report, there is a drop down that usually defaults to Now for Schedule. You click that drop down and select which schedule you want to run it on. Then the Recurring checkbox becomes available and you’d check that box to run it every time on that schedule (as opposed to just once). That’s it. You can choose to email it and select what type of file it generates (which I personally use the heck out of).
To delete them after the fact, you can either go to System Monitor and the Scheduled Tasks tab (which will show you yours only) or you can edit in System Agent under the Schedule that you set in Tasks panel.
Hi, thank you for responding.
My follow up questions are…
Does an individual user need to set that portion up for themselves? For example, I can schedule it as you said to run let’s say hourly with Recurring checked off. But I don’t want that for most other people. This won’t happen to anyone else, just the people that set themselves up for it? Via the Task. I assume so because it tells me which user initiated it.
We want it to email on the chosen interval. Is there a way to have it do that too?
How would I turn it “off” after I set myself up for recurring reports?
Only the user that submitted the task gets the report. They also have to be logged in to epicor to get the report. No one else will get that report unless the users sends it out to them outside of Epicor.
Your report can be generated as a print preview, or sent directly to the printer, or sent to an email. If you choose email, and you choose recurring, that is when the emails will go. I think this is still based on when the user is signed in, so if the user is not logged in the report will not run until they login again.
If you want to turn off a scheduled task, look at Dan’s last paragraph. Go to System Agent.
Thank you both very much!
So in a perfect world, a user can set up their own reports that they want on the schedule that suits them and manage them in their System Monitor if they want to turn them off.
An admin can still see/edit those reports in System Agent under the Tasks.
The company I work for also sets up email distribution lists (DL) for the reports that we generate so we send the report to that DL instead of a specific user’s email address. This way a group of users can receive the emailed report on a schedule… and that DL can be maintained outside of Epicor by typical IT personnel who administer email as personnel move around and need access to new reports or stop receiving old reports.
This puts a damper on our plans, unfortunately. Is there a way to circumvent this? Can I create a perpetually online user? We want this report to be sent out on a schedule basis, regardless of user connection.
The reports will still run, but they will not print unless a user is logged on.
Email is fine.
They should be able to retrieve them under system monitor and print from there correct?
Will the Server Edge Client work in this case?
I would think so.
Great questions. I have had similar requests in the past where users wanted to have a report run, but they didn’t want to run it. I would love to hear a solution that generates a report and emails it to a distribution list without having a user login to trigger that action.
@klincecum and @Mark_Wonsil are you guys talking about a solution to this problem? If so, How do we setup the user that will be the one that generates the report to send the report to email, without having to have a specific use log in to trigger the action?
It’s relatively simple. Your report will need to be setup so that it can be emailed (APR) to the Distribution List and the appropriate Schedule created or identified. Someone will need to initiate the Report, select the desired Schedule, mark as Recurring, and either Preview or Print. The Report will run at the designated time and email to the Distribution List.
The problem of automated emails? Not a fan. I have ideas but one of them is not dumping reports into people’s inboxes…
If Epicor can’t do it, then it is just one more thing our folks have to do manually. Just because it shouldn’t be done, doesn’t mean it’s not done! I can’t change the way people work, but I can usually make it easier for them. The best answer would be to have them look up the data every time they need it. That means open Epicor (or a browser), login, search for the report, run the report. Why not just have that data ready and waiting for you when you open your email (logically the first thing everyone does when they login for the day)?
Self service power BI portal!!
If our report automation doesn’t work, I get messages dumped into my inbox asking where they are. It’s a lose/lose situation.
It can be done.
Fastest is similar to what Bruce said.
Build Report
You can setup a special user account for reports/processes or w/e it will run under.
Create Schedule
Print to email of report and assign to schedule (recurring) with appropriate parameters using the above service account.
(I have a couple that are sent to appropriate DLs. One is WIP Recon as was requested by accounting dept for WIP Recon weekly so the SGM shows reasonable margins and not 100%'s when sales runs the SGM report unless there is some other issue.)
AFAIK, if it is tied to recurring schedule it will run @ server and does not require user intervention to retrieve. (At least in 10.2.600.26)
I set one up to send an email to myself at 330a…a meaningless users/groups report…just to make sure the system agent is up.
