More information

Report Binder Scheduler

Access this form using MIP Fund Accounting>Reports>Report Binder> Scheduler.

Use this form to schedule tasks to run automatically at scheduled times. To schedule a task, enter the Task ID and its Description, an Output Option, a beginning and ending Date and Time, and how often the task should run, such as Run only once.

Note: A printer driver is provided to create PDF files. If you uninstall the printer driver while the product is still installed, PDF is not available. To email a PDF, a configured email profile must be installed: SMTP must be configured for emailing Scheduler Report Binder reports (Organization>Organization Information>Email Setup tab) and to use Email Report as PDF File .

The Scheduler works behind the scenes, polling the databases for scheduled tasks at user defined intervals. Reduce processing time by producing reports after regular office hours when there is less network traffic.

Task Information

Task ID: Enter a unique name to identify the task being scheduled. Use the Drop-Down Lookup to view a list of existing tasks; however these names cannot be used again.
Once a task ID is entered and scheduled, either allow the task to run or delete it from the Display Scheduled Tasks form on the desktop taskbar. Once the task is completed, the system removes the task ID from the list.
Description: Enter a brief description of the task. It is a good idea to include the name or type of report being scheduled. This will help later when viewing the scheduled and completed tasks forms.

Output Options

Output To: Select from Printer, XLS, PDF, Email PDF.

Note: If you select Email PDF but the address fields are empty for the Report Binder, a message displays that email addresses must be entered upon selecting this option. Simply return to the Report Binder form and enter email addresses on the Set Up Scheduler Email tab. Then schedule the task again.

Path: Enter the path and file name for the XLS or PDF file. When the system is installed, a default directory is created for PDFs: <Server Name>:\ MIP Share\Report PDF Files. This is the default location for new spreadsheets and all saved PDF files. You can use Browse to change the path or select an existing workbook or PDF file. Note that the existing workbook cannot be open when attempting to export.
Remover Report Headers, Footers, and Page Breaks: Select this check box to remove the report data's headers, footers, and page breaks from the spreadsheet.

Schedule Information

Recurrence: Select how frequently to process the task using the drop-down list. For a one-time task, the end date and time does not matter. For all other recurrences (such as weekly or monthly), specify the date and time to cancel the processing interval.
Begin Date, Begin Time: Enter the date and time to begin the task.
Total Occurrences: The system displays the number of occurrences based upon the begin date/time, end date/time, and the recurrence option chosen.
End Date, End Time: Enter the date and time to end the task.

If "Print Results Report" is selected on the Options>Reporting tab (from the Scheduler menu), a task results report prints after the scheduled task has processed. The report displays the task ID, description, result (success, warning, or failure), and the organization. If the scheduled task result is warning or failure, an error report prints, in addition to the results report. The error report displays the task ID, result, and a brief description of the error.
Consider using the Report Binder to group reports together to be printed immediately, exported to XLS, printed to a PDF file, emailed as a PDF file, or scheduled to be processed later. This feature is especially useful if recurring monthly board reports or internal reports need to be processed immediately. On the Display Task History form, if the scheduled task result is warning or failure, double-click the result (hyperlink) to display the detailed error message.
If you plan to email a scheduled report binder, you must first set up SMTP Email using Organization>Organization Information>Email Setup tab. Note that if you email directly from the binder, without using Scheduler, the system will combine all reports into a PDF file with the report binder name as the title of the PDF to be emailed.
This form is not available if adding or editing a report. The report must be saved first, and then the button becomes available. It is also available for all default reports.