We have a report that we want to run when certain users login to Epicor. This is an expired product report that will show up on a few PCs every day. I can manually create the recurring task for myself. Is there any way to create recurring reports for other users? I would prefer to do it all from my desk. I know that I can manually go to each user and then schedule the task at their PC. Is there any way I can do this without going to each user’s PC?
Could you modify a Home Page Layout to add that report? Then publish it and the people that want it can set their Layout to it.
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Yes! I did this for my own layout. It works great. I still want to know if I can force users to get the report version on login.
I don’t think you can force it per se, but for those that haven’t changed anything, you could set that published layout to the default (we just recently changed how we wanted the default to look, so I’ve been looking at this)
I don’t think this will let you overwrite anyone’s actual changes, but it did seem to work for us for those that haven’t made any changes.
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I have a scheduled startup task to run the report on my PC. However, it does not seem to be running when I start Epicor. I thought it might somehow know if I restart my PC. So, I tried again this morning after restarting. I checked the System monitor and I can see the scheduled startup task, but it never generated the report. Do I have to submit it to recurring startup using another method? I just clicked the print preview option like I normally do.
Print Preview might not work right as a scheduled task. Maybe use Send-By-Email? We’re doing it here with some monthend reports. Set up a distribution group (i.e. dailyreport1-at-yourdomain-dot-com) so you don’t have to monkey around with rerecording the task every time the receivers list has to change…just edit the distro group.
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The Startup schedule for the system agent is for when the application server starts up.
You might want to tie calling the report from the ice.ShellLayout.GetHomepageForUser method.
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