Scheduled Report Settings

Scheduled reports

Desktop Authority's Report Scheduler dialog displays a list of the reports scheduled, their scheduled date and time, and the recurrence of the schedule. Scheduled Reports can recur by running once, daily, weekly, monthly, or end of month. The scheduler can automatically e-mail reports once the report is complete.

Report to be scheduled

Select a Report category and then the report from the report list.

Export file name

Specify the name of the final report output file. The current date/time will be appended to the end of the file name.

Ex. ThisScheduledReport (5-15-2005 12 45 16).pdf

Export location

Select Server to generate the scheduled report into the default reports repository (\Desktop Authority Manager\Repositories). Select Other Location in order to specify some other location to save the report to.

Export type

Select the type of report to create. Reports can be exported to HTML, Adobe PDF, Word/Rich Text Format, Text, Tiff, Excel and Active Report RDF.

Report parameters

If the selected report uses runtime parameters, click View/Input Parameters to set the default runtime values. The first column in the list contains the runtime field name and the second column contains the value of the parameter.

When upgrading Desktop Authority or importing reports from an updated SLI file, parameters from all scheduled reports will become null and void.  These parameters must be re-entered for the scheduled report before the report can be successfully executed.

Scheduled date/time

Select the Date and Time for the report to be run. For recurring reports this will be the starting Date and Time. Click to select a date.

Recurrence

Reports can be scheduled to run one or more times based on a recurring basis. Select from Once, Daily, Weekly, Monthly or End of Every Month. Only one recurrence period can be selected per scheduled report.

Scheduled Report Emailing

Email distribution list

The Email Distribution List contains all email addresses to which the report output will be delivered. If the report results in an error, no report will be sent to this distribution list. Click Add to add an email address to the list. Click Delete to remove the selected email address from the list.

Email from

Enter the source of where the email is coming from. Usually this will be the senders email address.

Email subject

Enter the subject of the email that will be used to distribute the report.

Email Body

Enter the text to appear in the body of the email that will be used to distribute the report.

Error notification

Error notification email distribution list

If an error occurs in a report, an email will be sent to all email addresses in the Error Notification Email Distribution List. A report will also be generated showing the error message. This error report will be saved to the Generated (Saved) Reports repository.

Click Add to add an email address to the list. Click Delete to remove an email address from the list.

Error notification from

Enter the email address from whom the Error Notification Email will come.

When saving a scheduled report it will be saved to the User-Defined Report Repository.

SQL Reporting Wizard

The SQL Reporting Wizard is used to create User-Defined reports using a wizard style interface. The wizard will automatically populate selected fields to the report layout and generate the necessary SQL statement including sorting and filtering the data. No need to know SQL, the wizard will write it all for you! The wizard can create reports for the Software Inventory, Hardware Inventory, and Administrator Audit categories.

What kind of report do you want to create?

Select your report category from the Welcome to the Report Wizard. Choose from Software Inventory, Hardware Inventory, and Administrator Audit.

Click Next to continue. Click Cancel to quit the Wizard.

What items do you want to include in your report?

Based on your report category selection, this page of the wizard will present all of the items that correspond to the type of report to be built. Select the items that you want to appear on your report by first, highlighting the field and then click . Click to remove a previously selected item from the list.

Click Next to continue. Click Cancel to quit the Wizard.

Do you want to group any items into group header sections?

From the items selected for the report detail, optionally select one or more to represent a group header for the report. The group header section is printed immediately before the detail section and contains the items selected for the group header. Each time the group header data changes a new group header is printed. Creating a group header will sort the report data by the group header items. All other items will remain in the detail portion of the report.

Select the items that you want to appear in your group header by first, highlighting the field, and then clicking . Click to remove a previously selected item from the list.

Click Next to continue. Click Cancel to quit the Wizard.

Do you want to sort any detail items?

This page provides the ability to sort the report detail section. Select the items that you want to appear in your group header by first, highlighting the field and then click . Click to remove a previously selected item from the list. Select Ascending or Descending sort order from the Sort Direction list.

Click Next to continue. Click Cancel to quit the Wizard.

Do you want to add a filter to the report?

Adding a Filter to a report will restrict certain data from appearing on the report. This will generate the "WHERE" clause of the SQL statement. Click Add New Filter to begin the filter definition.

For each column, click the down arrow to select the appropriate field or condition for the filter. Available conditions are [Does, Does Not, Is, Is Not] [Contain, Start With, End With, Between, Equal To, Less Than, Less Than or Equal To, Greater Than, and Greater Than or Equal To].

Select the Prompt User box to allow the user to supply the Value(s) for the report when it is run. Click to remove the selected filter.

How do you want to describe the report?

What title do you want for the report?

Enter the title of the report. This will appear in the reports Page Header.

What do you want to name the report?

Enter the name of the report as it will be shown in the list of User-Defined reports.

Report orientation

Select either Landscape or Portrait report orientation.

Save the report

At this point all of the report design specifications have been selected and designed. The report will now be saved to the User-Defined report repository.

Save and generate report

Select this option to save the report and execute it.

Save and go to design

Select this option to save the report and load the report for further design modifications.

Save and schedule report

Select this option to save the report and then schedule it.

Click Finish to complete the SQL Reporting Wizard.

Report Tools

Alignment Toolbar

Report interface alignment toolbar

The Alignment toolbar icons are available to format the alignment and layering of controls on the report design surface. The toolbar icons are available for use only when one or more controls are selected.