Report Scheduling Options

Modified on Mon, Apr 24, 2023 at 10:54 AM

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 2010 (A specific year) 2009,2010 (Comma delimited list of years)
Month	Month (no leading zero)	* = Every month 12 (A specific month) 1,3,5,7 (Comma delimited list of months)
Day	Day of the month or week (Must have a leading zero)	* = Every Day 11 (A specific day of the month) M (A specific day of the week) 01,02,03,09,10 (Comma delimited list of days of the month) U,M,T,W,R,F,S (Comma delimited list of days of the week) Notes: U = Sunday M = Monday T = Tuesday W = Wednesday R = Thursday F = Friday S = Saturday
Hour	Hour of the day (00-23) (Must have a leading zero)	* = Every hour 07 (A specific hour of the day) 00,06,23 (Comma delimited list of hours) Notes: 00 = midnight, 12=12:00pm, 13=1:00pm, 23=11:00pm
Minute	Minute in the hour (00-59)	* = Every minute 09 (A specific minute in the hour) 00,10,20,30,40,50 (A comma delimited list of possible minutes)

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 (Monday, Tuesday, Wednesday, Thursday Friday)

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. (See above for info on how to code this.)

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.