Scheduling a Report job

The Job Scheduling screen lets you set up jobs to be run automatically. For example, the credit card processing settlement process must be run at the end of the day.

Note.pngIf you want to schedule a report job to run with the previous month's data, use the Advanced filter on the Job Submission screen to select transaction dates for the previous month. The SQL statement written would have logic to take the current date and get (month – 1, last day). The report parameter for End Date would be a date into the future and would not need to be changed.

To create a new reporting schedule setup:

1.    From the toolbar, select Reporting > Job Scheduling.

2.    Click Create New.
The TRS Report Chooser displays.

3.    Search for the appropriate Application and select it.
The Generic Chooser displays.

4.    Select the appropriate Setup Code for the report.
The Job Scheduling screen displays with the TRS Application information populated, as shown below.
scheduling.bmp

5.    Select the Begin Date from the drop-down.

Note.pngThe Begin Date and End Date allow you to specify the exact date and time when jobs are either processed or no longer processed. An End Date is not required as you can specify the recurrence of the schedule pattern.

6.    Select the End Date from the drop-down.

7.    If necessary, check the Active checkbox.

Note.pngIf the information you specify in this screen is not applicable for a period of time but you want to retain the information for future purposes, you can deselect the Active checkbox to indicate that the schedule is not applicable.

8.    Enter any comments in the Comments section.

9.    Select the Schedule Pattern for how often the job should be run.
The corresponding fields change depending on the radio button selected.

10.  Click Save.

Screen Element

Description

TRS Application

Application

Link. The abbreviation and numerical representation of the name of the report/process application.

Setup

Link. The abbreviation and numerical definition for the user-defined report/process setup.

Description

Read-only. The description of the Setup Code selected.

Schedule Setup ID

Read-only. The system-generated setup number for the schedule.

Active

Checkbox. When selected, it signifies the setup is active.

Submitted By

Link. The user who submitted the job schedule. The list of users is populated from the PSM_USER table.

Begin Date

Drop-down. The start date for the job’s scheduling.

End Date

Drop-down. The end date for the job’s scheduling.

Comments

Text box. A free-form field to enter any additional comments about the job schedule.

Process

Read-only.

Submitted Job Count

Read-only. The total count of how many times this job was submitted.

Last Run Job

Read-only. The Job ID of the last job that ran for this application setup schedule.

Last Run

Read-only. The date of the last job that ran for this application setup schedule.

Next Run

Read-only. The date of the next run for the job.

Schedule Pattern

Hourly

Radio button. Enter how many times you want the job to be run, in hours, in the text box.

Daily

Radio button. Select whether the job will recur every few days or every weekday. If the Days radio button is selected, enter how many times you want the job to be run, in days, in the text box.

Weekly

Radio button. Enter how many times you want the job to be run, per week, in the text box. Then select the checkboxes of the specific days the job should be run.

Monthly

Radio button. If the Day radio button is selected, enter the number of times per month the job should be run. The second radio button has not been implemented.

Note.pngIf you would like to schedule a job to run at the end of each month, select the Monthly radio, enter 1 of every 1 months, and set the time in the Begin Date field to 12:01:00AM.