Save and reuse prior Munis report options

Owned by Knowledge Assistant
Jul 17, 2020
Description of Issue
  • Need to run a Munis report multiple times with different report options repeatedly (example: YTD Budget Report)
  • Has to keep updating report options in between each run but cannot reuse them as needed
Context
  • Munis all versions
  • Reporting
  • Scheduler
Cause
  • Munis will save the last successful report output's report options.
  • Munis can only save one version of the report options at a time per user.
Resolution
  • Sites that have Scheduler setup to be used with Munis can schedule job runs of reports with individual selected report options
  • Example YTD Budget Report Option 'Execute this report'
    1. Select At a Scheduled time
    2. Complete all needed report options
    3. Accept
    4. Define need job parameters (Recur, Notify, Output)
    5. Select Ok to submit job to the Scheduler Queue.
  • Allow job to run as scheduled or manually run on demand
    1. Browse Munis > System Administration > Scheduler Administration > Scheduler Queue
    2. Select needed job
    3. Job
    4. Run Now
      • Scheduled job will run on demand and once completed next recurrence of job run will remain.
      • Job runs with report options defined at the time it was created.
Additional Information
  • Schedule Jobs can be run at a defined time and reoccur as needed
  • Schedule Jobs can be triggered on demand.  Just set them up and run when needed.
  • Scheduled Jobs cannot save as Excel but can save as .txt or .pdf
  • Any user with Access to Scheduler Queue with permission to see other's jobs can run the job on demand