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Reports Scheduler

Example of using Scheduler to e-mail a weekly report
Reviewing and deleting previously scheduled reports
Technical specification
Using Outlook - Security issues
Viewing e-mailed Scheduled Reports
Re-booting your computer - Automatically launch Scheduler on re-boot


All PABXSoft reports can be scheduled to e-mail and/or print on a once only, daily, daily except weekends, weekly or monthly basis.

Example



The Destination Summary report image above shows that the Report will run from Monday 8th August to Friday 12th August (British Date format demonstrated) including data for extensions 201 to 220. Next the 'Schedule button is clicked.




The report is scheduled to 'Start' on Friday the 12th August with a weekly frequency. Using these settings the reports will be automatically produced each Friday at 5pm and e-mailed to 'manager@hq.com'.
There is only a single 'time of day' option that applies to all scheduled reports. If you change the time of day for one scheduled report it will be applied to all other scheduled reports.

Each user of PABXSoft reports can set up their own schedule.

All scheduled reports can be reviewed (and deleted) by either clicking the active scheduler icon in the system tray (a book symbol)



or else by selecting 'Edit Current Schedule' from within PABXsoft Reports/Schedule menu.





To delete a scheduled report, click on the arrow facing the report you want to delete. This will select the line, then press 'Delete' on your keyboard. It is not possible to 'Edit' an existing report. You will need to delete it and re-create a new scheduled report.



Technical specification

The e-mail function in the latest version of PABXSoft uses SMTP protocol to automatically determine the SMTP mail sender address and port based on the registry settings for the computer. The computer must have an active e-mail account established. Earlier versions of PABXSoft used the Microsoft MAPI application to e-mail reports.


Using Outlook - Security issues

With Outlook and Outlook Express in particular, there are potential security issues associated with using Scheduled reports. These mail programs designed to block or put up a warning message if a third - party software program attempts to send mail. This is easily turned off in Outlook Express, but the solution for Outlook 2000, 2003, 2004 is to download a utility that will automatically click 'Yes' to the warning message. Click either of these two links to access further information on this utility.
Context magic - Click yes utility
Mapilab





Viewing e-mailed Scheduled Reports

The reports are created in 'Crystal Reports' format with an .rpt extension.
Unless you have Crystal Reports installed you will not be able to view the reports without using the PABXSoft 'Viewer' utility. This utility is installed with PABXSoft Reports and recent upgrades to the program are available on this web site. If the person wishing to view the e-mailed reports is not using PABXSoft Reports already, then they need to install PABXSoft Reports in order to gain access to the viewer utility. There are no licensing implications here as even if the person using the viewer is off-site and has not got a PABXSoft license, they may still use the Viewer program.

To use the Viewer, first ensure you have the latest upgrade installed. We recommend you place a shortcut to the Viewer on your desktop. Then drag and drop the e-mailed report onto the shortcut. Alternatively you may open the Viewer program by double-clicking, then File and Open, browse to the location of the e-mailed reports and double-click it.




Re-booting your computer

A shortcut to the Scheduler program should be added to the Windows start-up programs of the computer generating the e-mailed reports. To do this, browse to C:\Program files\PABXSoft\Reports and right-click 'Reports Scheduler.exe' and left click on 'Create Shortcut'
Then locate the shortcut created in that folder (Shortcut to Reports Scheduler ) right-click it and left click on CUT.
Then right-click on the START button, and then Explore, and click on Programs under the highlighted 'Start Menu' folder, then click on 'Start up' and in the right hand window, right-click and PASTE.



 



 
 

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