Create and Manage Scheduled Reports
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In this video you will learn how to create and manage a scheduled report. Using the
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report scheduler you can schedule reports to automatically generate at a specific time interval
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and frequency to selected destinations. Let's get started. In OPERA cloud go to reports and then
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select manage reports. In this example, I select arrival from the report group drop down list
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and then click search. Now I select the arrivals detailed report from the list and then click the
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vertical ellipsis and select schedule report. Next I step through the process to configure the report
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parameters, the time intervals, and the report destination. I can configure the schedule to
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dynamically calculate the arrival date for the report. In this example, to schedule the report
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to generate with tomorrow's arrivals I select the business date from the activity date range
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options and then click plus one. Now I can see the validate date option displays the date range
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configured for this report. In this example, the report runs today and generates for tomorrow's
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date. Next, select any search criteria or options to configure what outputs on the
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report. In this example, room number is selected. Next I can use the arrows to select the sort order
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and then click next. Now I can define the report intervals including the start date and time
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and how often the report repeats. To set the report schedule to run indefinitely do not select
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an end date. In this example I select repeat and one day intervals and then I set the time to 12 pm.
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Then click next. Now the report is scheduled to run every day at 12 pm. To define the
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report destination I change the file name to arrivals report and I select a file type
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from the drop-down list. In this example I select pdf, then click new. From the mode drop-down list
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I can select to email, print or post the pdf to an ftp server by selecting sftp.
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In this example, I select to email the report in pdf format. Then I enter the recipient's email
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address and click save. Now I click manage scheduled reports to see a list of all the
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scheduled reports including the scheduled report I just created. I can pause the report schedule
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by turning the reported scheduled toggle off. Now I can click the vertical ellipsis to edit, delete,
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or view the report destinations, or I can choose to run the report right now. Then click ok to confirm.