Scheduling reports - HxGN EAM - Version 11.07.01 - Help

HxGN EAM Advanced Reporting Author Guide

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English
Product
HxGN EAM
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Help
HxGN EAM Version
11.7.1
  1. Login to HxGN EAM as an Author User and Select Advanced Reports Author from the Menu.

  2. Click on the Team Content > EAM Folder then go to basic_views or consumer_views depending on which report folder your report is under. To find this go to Reports screen in the application, the file field will have this information.

  3. Click on the More ( ellipsis icon ) on the right beside your report that you are wanting to schedule and click Copy.

  4. Now click on the Team Content link on the upper left side.

  5. Now click on your Tenant folder.

  6. Click Copy to button.

  7. Verify that your report was added to your Tenant folder.

  8. Now traverse to your Tenant folder.

  9. Click the More (ellipsis icon ) next to the report you want to schedule and Click Properties.

  10. On the Schedule tab, click New ( + icon ). From Here you can setup schedule by Day, Week, Month, or Year.

  11. You can click on the Options | Override default values check box to check the output and allow for you to email the schedule report.

  12. The Prompt values | Override default values lets you setup values that will be passed to the report when run.

  13. After you have made your changes you click OK.

  14. Now you can go to the Personal Menu and see if your report was ran at the scheduled time. Click on the My Schedules and subscription to see the schedules you have and you can disable ones from running that are not needed anymore.