Print or Schedule a Report Runner Report (I/M Analytical Reports / Report Runner)

See also Configure a Crystal Report in I/M Analytical Reports/Report Runner Form

To print a report

  • Add the report to I/M Analytical Reports > Report Runner

  • Select the report

  • Click Select/Print

Another dialogue box will open with the options to

  • Print (this will print to the Print Destination)
  • Schedule
  • Save the report - The complete run with selected reports and printing options will be saved and displayed on the Reports Listing under the "Saved Reports" section heading.

Schedule a report

If you select a report from Report Runner and then Right click your mouse, you have the options to:

  • Edit the name of the report displayed

  • Schedule

  • Delete the report

  • Export the report

Note: You can use the Run button on the Schedule screen to email a report, but you need Orchid's Process Scheduler Level 1 to schedule a report to run automatically.

Run multiple reports

If you have Report Runner and Process Scheduler (Level 1 and above), you can refresh multiple reports 3 different ways: 

1. In Report Runner > Analytical Reports, if you want to manually run a number of reports that have been set up (i.e. a schedule has been configured in Report Runner), you can go to the File menu and choose Run Scheduled Reports.

Requirement! This menu item is only available if you have Process Scheduler Level 1 (or above). This will refresh and email all the reports based on their schedule.

2. You can also log on to Process Scheduler, find the schedule to refresh Information Manager Report Runner reports, and click Run.

See detailed steps in the Process Scheduler tutorial: Schedule I/M Report Runner

3. If you need to schedule the reports to run automatically at a specific time, you need to configure Windows Task Scheduler to run Process Scheduler Schedule.

Refer to the Process Scheduler help Scheduling the Process Scheduler in Windows Scheduler

Note: Reports are run in the order they are added to the tree.