Generate batch paper reports in background

Summary

Perform batch report generation in the background for paper reports

Description

The batch report generation process is enhanced to run in the background, ensuring reports are produced without affecting user activities. These reports can be downloaded later and as many times as needed.

A new option, Background Generation, is added under the Case Actions > Open > Batch > Scheduling section. For report generation, use this option along with the Run At option to send reports to background generation.

Paper reports in draft mode, final mode, and final mode (save with case, mark as submitted) are now generated in the background.

The report generation status is displayed in the Utilities > Batch Reports screen with the details like:
  • Report Title
  • Reporting Destination
  • Report Form
  • Report Format (Draft/Final)
  • User Name
  • Next Run
  • Date
  • Report Generation Status

When the report is in the Generated state, click the report link under the Report Form column to download the generated report. Generated paper reports are retained for 3 days. After 3 days, the generated paper reports are removed from the Batch Reports screen. You can configure the number of days for which the generated reports are retained via the CMN_PROFILE_ENTERPRISE.DAYS_AFTER_REMOVE_BATCH_REPORT common profile switch. This profile switch can be configured from the backend only.

Note:

There is no change to any other existing functionality of batch reports, such as, E2B batch reports generation.
The following options are removed as part of this enhancements;
  • Printer
  • Run Now