You can schedule reports to run on a fixed schedule.
What are the recurring fields and values?
Recurring fields can be found anywhere in the system where a task can be scheduled such as the Reports>List of Reports>Schedule Report and System>Tasks screen.
Tasks can run automatically on a fixed schedule by configuring just 5 fields.
The system checks every minute for a task to run.
It compares the schedule fields to the values on the clock; and if they match, the task is run.
The recurring fields are:
Field | Description | Possible Values |
Year | 4 digit year. | * = Every Year |
Month | Month (no leading zero) | * = Every month |
Day | Day of the month | * = Every Day |
Hour | Hour of the day (00-23) | * = Every hour |
Minute | Minute in the hour (00-59) | * = Every minute |
Examples:
Year | Month | Day | Hour | Minute | Description |
* | * | * | 12 | 30 | Every day at 12:30pm |
* | 9,10,11,12,1,2,3,4,5,6 | * | 06 | 30 | Every day at 6:30pm from September through June |
* | 10 | 15 | 12 | 00 | On October 15th at 12:00pm |
* | * | M,T,W,R,F | 09 | 30 | Every week day at 9:30am |
FAQ
Q: How do I queue up a report to run on a fixed schedule in Genesis?
Locate the report you want to schedule in your list of reports and click into it.
In the "When" dropdown, select "On a fixed schedule" and additional options will then appear:
Enter the values needed in the Year/Month/Day/Hour/Minute fields.
Click "Schedule Report" when you are ready to queue it.
Q: This user does not have that dropdown. How do I grant a user access to scheduling reports?
There is an "Advanced Scheduling Options" checkbox on each user's logon ID. You can check this off for users via Setup>Security>Users>Modify User as needed.
Q: After I queued a report, it kept pulling data for kids as of the day I queued it. How can I get it to pull today's data?
If there is a "date" field on the report, enter the ${TODAY} macro into the field as you queue it. ${TODAY} will substitute today's date at run time, ${TODAY-X} will put in the date X days before today etc.
Q: I queued a report but I need to delete it out/re-queue it. How do I manage this?
You can modify and/or delete out queued reports via the (MODULE)>Reports>Queue tab. You can search for the report and click to modify the parameters or click the trash can to delete it from the queue.
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