Auto Process Schedule

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(Redirected from Nightreporting)

General Information

Default Menu Location: Maintain >> System >> Auto Process Schedule

Screen Name: AUTOSCHVIEW

Function: The Auto Process Schedule screen is used to set up automatic batches and report sets.

Auto Process Schedule - Schedule.jpeg


Schedule

The Schedule shows a daily view of each report set and batch that is scheduled to run.

You can scroll through each week by using the corresponding Previous Week and Next Week.

Double-click on any Report Set record on the screen to view more details about it.

Right-click on any Report Set or Auto Batch to delete it. You are also presented with the option to delete all future events.


Add Auto Batch

To schedule an Auto Batch, select the Events tab, and then choose Auto Batch from the Priority drop-down menu. Next, enter the Start and End Dates, as well as the Time you want the batch to run.

You should schedule the batch to run according to your report sets.

For example, if a Balance Sheet is in your report sets, then you want the batch to run before the Balance Sheet report set so that everything has been batched and posted.

There is no CID filter for the Auto Batches. Each CID must be configured to run an auto batch. Please see the Auto Batch Options - AUTOBATCH Rule for more information. Also, the AUTOBATCH setup option must be enabled for the batch to run.

Auto Process Schedule - Events Auto Batch.jpeg


Add Report Set

To schedule a Report Set, select the Events tab, and then choose Report Set from the Priority drop-down menu. Next, enter the Start and End Dates, as well as the Time you want the report set to be scheduled. Next, select the frequency (Weekly, Monthly, or Yearly) in which the report set should be posted. Lastly, select the specific report set(s) and CID(s) from the corresponding lists: Report Sets and CIDs.

Auto Process Schedule - Events Report Set.jpeg


Viewing/Editing Schedule

  • Double-click a Report Set to view the details of the reports, who they're sent to, where they're saved, etc.

Auto Process Schedule - View Report Set Details.jpeg

  • Right-Click a Report Set or Batch, then select Change Time, Change Schedule (Extend Event(s)), or Delete Event to modify it. You can reschedule and delete future events as well.

Auto Process Schedule - Modify.jpeg

  • Change Time

Auto Process Schedule - Change Time.jpeg

  • Change Schedule (Extend Event(s))

Auto Process Schedule - Change Schedule (Extend Event(s)).jpeg

  • Delete Event

Auto Process Schedule - Delete Event.jpeg