Report Generation Automation Service

The Report Generation Automation Service (Setup > Organization) is disabled by default. You can enable it to generate a PDF version of reports.

Setting up the Report Generation Automation Service

  1. From the Icon Bar click Setup .
  2. From the Navigation Menu click Organization.
  3. From the menu click System.
  4. Click the Automation button to open the Automation Processing Options page.
  5. Enable the Report Generation Automation Service:
    1. Select the Report Generation selection box.
    2. Click Save.
    3. Click the refresh button to refresh the list.
  6. Click the Service Name to access the Automation Service Setup page.
  7. Configure the following for the selected service:
    1. Start Date: date the services starts the processing; by default, displays the date that the batch service was initialized through the Server Administration application
    2. Start Time: time the service starts the processing; by default, 01:00 is displayed.

      Note: The time is entered in military time (24-hour notation); for example, 21:30 is entered for 9:30 PM.

    3. Time Zone: time zone of the processing time; by default, set to the server time zone.

      Note: A user can override the time zone; the automation service translates the specified processing time from the user-defined time zone to the system time zone.

    4. Process Every: frequency the service is processed; by default, 5 Minutes is displayed.

      Note: Available units include Minute, Hour, Day, Week, Month and Year.

    5. Last Process: date and time of the last automated background process
    6. Status: status of the last automated background process
    7. Description: By default the description reads: Generate a PDF version of reports.
    8. Enable Service: select or clear the box to enable or disable the automation of this service.

      Note: The services can also be enabled or disabled directly from the Automation Processing Options page by selecting or clearing the enabled box for a service.

    9. Click Save to apply your changes.
    10. Click Execute to run the service.
    11. Click Back to return to the previous page.
  8. From the Automation Processing Options page: Click Save and then Back to save your changes and return to the previous page.