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10.5.1. Submitting Reports

To understand how reports are sent to the Batch Manager, consider the I/M Module report "Time-Phased Item Usage Statistics by Item," as shown below:

I/M Report: Time-Phased Item Usage Statistics by Item

Note

For details on installing and setting up the Batch Manager at your site, please see the Batch Manager documentation available in the Downloads area of the xTuple community website.

This is a report with the potential to place a heavy load on Server resources. As you can see in the screen shot, the report is asking the Database to provide all records of Item Usage for Item Number COPY21 over the past three years. If this is a routinely used Item, the records indicating Item usage could be extensive.

So, rather than run the report immediately by selecting the PRINT button, it might be wiser to schedule the report for printing during off-peak hours. To schedule an alternate time for generating the report, select the SUBMIT button. The following screen will appear:

Submit Report to Batch Manager

When submitting a report to the Batch Manager for printing, you are presented with the following options:

Scheduled

Specify when you would like the report to be run.

ASAP

Select to have the report run as soon as possible.

Scheduled

Schedule a date and time to run the report. Specify a date in the first field using a standard date format. Use the arrow buttons in the second field to specify a time of day.

Document Name

Displays the name of the report being submitted to the Batch Manager.

Email From

Enter the email address of the person who is sending the email. The Batch Manager will print the report to .PDF format and then email it to the person whose email address appears in the "Response Email To" field.

Response Email To

Enter the email address where you want the report to be sent once it has been generated and printed. The recipient will receive an email with the submitted report attached in.PDF format.

Response Body

Enter text to be included in the body of the email sent to the recipient.

Note

When a report or other job is submitted to the Batch Manager with a scheduled time of ASAP, the Batch Manager sets the scheduled time to the current time. However, a job will not necessarily be run immediately if it is scheduled for the current time. Any pre-existing jobs with scheduled times prior to the current time must be completed first. In other words, ASAP jobs will not necessarily be run immediately. Previously scheduled jobs will be run first.

To the far right of the screen, the following buttons are available:

CANCEL

Closes the screen without generating a report, returning you to the application desktop.

SUBMIT

Submits the report to the Batch Manager, using the specified parameters.


 
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