Schedule email link to report output

Owned by Knowledge Assistant
Last updated: May 10, 2024
Description of Issue

How to schedule jobs to email user notifications with link to report

Context
  • Scheduler & Scheduled jobs
  • Email Notification
  • TCM Archive 
  • Hyperlink URL
Cause
  • Users prefer an email notification with a link back to report instead of manual run reports and grabbing output on screen or in saved reports
  • Report takes very long time to run and user cannot sit and wait for it to complete to obtain output in real time
Resolution
  1. Browse to needed report program of your choosing
    • Example: Financials > General Ledger Menu > Inquiries and Reports > YTD Budget Report
  2. Define or use Segment Find option to enter selection criteria for needed record set of accounts
    • Enter GL account segments, codes or account types as needed or select nothing for wide open all accounts allowed by user permissions
  3. Accept
  4. Report Options
  5. Execute this report drop down box and choose At a scheduled time
  6. Select any needed report options as needed
  7. Accept will trigger pop up window for Scheduler Settings
  8. Update the Description for scheduled report as needed
  9. Recur 
  10. Define how often job will run and time 
    • Military time 24:00:00 for 24 hours in a day, example 1pm would be 13:00:00
  11. OK
  12. Notify allows for set up of 3 events
    • Normally this would be (when job starts, when job completes, if job expires) 
  13. When job completes can be selected and updated to show include document links 
    • This can be utilized if your site has purchased TCM from sales and the link will point to TCM copy of report.  U
    • Users would need to be logged into the network to be able to utilize the link.  If option is missing follow Additional Information section below
      • If user is not on network, copy paste URL from email and paste into browser on site network to pull report
  14. OK
  15. Output There are three options for output
  16. Choose the third option Both Munis spool directory & TylerCM archive
    • It must be in TCM archive to use link in email.
  17. Save as type must be set to PDF
    • TXT will not insert hyperlink to email
  18. OK
  19. Accept confirmation of scheduled job OK
  20. Look to bottom of screen to see scheduled job number
Additional Information