Schedule I/M Report Runner (PS Level 1)

Prerequisites

You can use Process Scheduler Level 1 to run Crystal report that have been set up in Information Manager - Report Runner.

Requirement! Information Manager Report Runner needs to be activated and configured.

Refer to Report Runner help for details Print or Schedule a Report Runner Report (I/M Analytical Reports / Report Runner)

Choose the Action "Run Information Manager Report".

 When started, this action will check if any user has scheduled a Crystal Report set up in Information Manager - Report Runner to run on or before the current date/time - and if so, will run the report.

Note:

There is no way to select only a group of reports with Report Runner Analytical Reports. If you want to run some reports at a certain time and not other reports, you need to set up different schedules in Report Runner.

Note: The steps below need to be done in Sage 300 Administration Services and in Information Manager. Refer to Information Manager documentation for details.

Step 1: Initial Setup:

In Administrative Services in Customization Directories – add a Customization Directory

Add User: use * for ALL Users

Company ID: Select The Company Code from the list provided

Customization Directory:

Then in Information Manager Setup > Options > Report Runner Tab

Refer to Configure Report Runner Tab in I/M Setup / Options

Note: If this is not setup, or are not the same, the Report Runner will not be able to save the report in the customization directory.

Step 2: .  Create the report(s) in Information Manager - Report Runner Designer. Refer to Information Manager - Report Runner help for details.

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

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