Scheduling a report

It pains me to say it (because it is so often NOT true & just used as an excuse), but in this case I think the 'working as designed' response is valid.

Unfortunately, Epicor sales often takes some liberties on accurately representing software functionality and I think this is one of those cases.

It makes sense that the scheduled reports are only available in the archive report spooler when you think about it.

The only way to really get an auto generated hard copy is if you are using an xml reading, scriptable report generation program (like excel w/ vbscript). You'd schedule your reports in Vantage as you have done.

You'd also windows task schedule an excel session (and file) to launch a safe amount of time after your vantage scheduled report generation. The excel file would contain an Auto_Open vbscript that would then automatically run on file load to refresh the file from the xml datasource, do any post refresh reformating (or additional calculations, etc.,), perhaps save itself and print hardcopy to some specific printer.

This technique actually works quite well although I find it MUCH easier to work with exported data used as data sources to csv format versus xml. Csv files for the same dataset are 1/10th the size of the xml, much less subject to corruption (which DOES happen with Vantage's sloppy xml export method), and gives you total control over the format of the data brought into excel.

My beef is that you have to maintain double schedules: (1) the export from Vantage (2) the task schedule of the excel processing.

We just got service connect so I'm hoping they have exposed the BO/method for exporting and I can simply call it on demand from within the excel vbscript.

Rob





--- On Wed, 12/10/08, Nigel Kerley <nigel.kerley@...> wrote:

From: Nigel Kerley <nigel.kerley@...>
Subject: [Vantage] Re: Scheduling a report
To: vantage@yahoogroups.com
Date: Wednesday, December 10, 2008, 11:33 AM






As far as I know, you're not missing anything.

I have the same issue with a load of reports that I have scheduled
for every Sunday. However I have set the reports to "archive" for 1
week. This means that on Monday when I log onto Vantage *as the same
user* and *on the same PC/laptop* as that the schedule was created,
the reports then print as expected.

I raised the issue with Epicor and, guess what...it's "working as
designed" :-(

Nigel.

--- In vantage@yahoogroups .com, Thomas Rose <t.rose@...> wrote:
>
> There must be something I'm missing. I want to schedule a report
to run early in the morning, unattended. I would like the report to
output to a Word document, but another format would probably be
okay. I want the report to end up in a folder on the server for
various people to review. Here is what I have done so far:
>
> - Created the BAQ report. It works fine.
>
> - Created a process set that includes the report.
>
> - Added the process set to a schedule in the system agent
schedules detail.
> What happens is that an xml file is generated at the scheduled time
and placed in my mfgsysdata\reports\ [username] folder. But, the
report does not seem to appear anywhere.
>
> Could the report be generated and I just can't find it? Do I need
to generate the report using some other process, but using the xml
that is generated?
>
> Thom Rose
> Controller
> Electric Mirror LLC
> HOTEL LUXURY
>
> "The World Leader in Back-lit Mirrors & Mirror TV Technology"
>
> T 425 776-4946
> F 425 491-8200
> A 11831 Beverly Park Rd, Bldg D, Everett, WA 98204 USA
> www.electricmirror. com<http://www.electric mirror.com>
>
> Note: The information contained in the e-mail, including any
attachments, is legally privileged and confidential. If you are not
the intended recipient you are hereby notified that any reading, use
or dissemination of this message is strictly prohibited. If you have
received this message in error, please immediately notify us by
telephone at 425-776-4946 and delete this message from your system.
Even though this e-mail and any attachments are believed to be free
of any virus or other defect that might affect any computer system
into which it is received and opened, it is the responsibility of the
recipient to ensure that it is virus free, and no responsibility is
accepted by Electric Mirror LLC for any loss or damage arising in any
way from its use
>
>
>
>
> [Non-text portions of this message have been removed]
>
There must be something I'm missing. I want to schedule a report to run early in the morning, unattended. I would like the report to output to a Word document, but another format would probably be okay. I want the report to end up in a folder on the server for various people to review. Here is what I have done so far:

- Created the BAQ report. It works fine.

- Created a process set that includes the report.

- Added the process set to a schedule in the system agent schedules detail.
What happens is that an xml file is generated at the scheduled time and placed in my mfgsysdata\reports\[username] folder. But, the report does not seem to appear anywhere.

Could the report be generated and I just can't find it? Do I need to generate the report using some other process, but using the xml that is generated?

Thom Rose
Controller
Electric Mirror LLC
HOTEL LUXURY

"The World Leader in Back-lit Mirrors & Mirror TV Technology"

T 425 776-4946
F 425 491-8200
A 11831 Beverly Park Rd, Bldg D, Everett, WA 98204 USA
www.electricmirror.com<http://www.electricmirror.com>

Note: The information contained in the e-mail, including any attachments, is legally privileged and confidential. If you are not the intended recipient you are hereby notified that any reading, use or dissemination of this message is strictly prohibited. If you have received this message in error, please immediately notify us by telephone at 425-776-4946 and delete this message from your system. Even though this e-mail and any attachments are believed to be free of any virus or other defect that might affect any computer system into which it is received and opened, it is the responsibility of the recipient to ensure that it is virus free, and no responsibility is accepted by Electric Mirror LLC for any loss or damage arising in any way from its use




[Non-text portions of this message have been removed]
As far as I know, you're not missing anything.

I have the same issue with a load of reports that I have scheduled
for every Sunday. However I have set the reports to "archive" for 1
week. This means that on Monday when I log onto Vantage *as the same
user* and *on the same PC/laptop* as that the schedule was created,
the reports then print as expected.

I raised the issue with Epicor and, guess what...it's "working as
designed" :-(


Nigel.


--- In vantage@yahoogroups.com, Thomas Rose <t.rose@...> wrote:
>
> There must be something I'm missing. I want to schedule a report
to run early in the morning, unattended. I would like the report to
output to a Word document, but another format would probably be
okay. I want the report to end up in a folder on the server for
various people to review. Here is what I have done so far:
>
> - Created the BAQ report. It works fine.
>
> - Created a process set that includes the report.
>
> - Added the process set to a schedule in the system agent
schedules detail.
> What happens is that an xml file is generated at the scheduled time
and placed in my mfgsysdata\reports\[username] folder. But, the
report does not seem to appear anywhere.
>
> Could the report be generated and I just can't find it? Do I need
to generate the report using some other process, but using the xml
that is generated?
>
> Thom Rose
> Controller
> Electric Mirror LLC
> HOTEL LUXURY
>
> "The World Leader in Back-lit Mirrors & Mirror TV Technology"
>
> T 425 776-4946
> F 425 491-8200
> A 11831 Beverly Park Rd, Bldg D, Everett, WA 98204 USA
> www.electricmirror.com<http://www.electricmirror.com>
>
> Note: The information contained in the e-mail, including any
attachments, is legally privileged and confidential. If you are not
the intended recipient you are hereby notified that any reading, use
or dissemination of this message is strictly prohibited. If you have
received this message in error, please immediately notify us by
telephone at 425-776-4946 and delete this message from your system.
Even though this e-mail and any attachments are believed to be free
of any virus or other defect that might affect any computer system
into which it is received and opened, it is the responsibility of the
recipient to ensure that it is virus free, and no responsibility is
accepted by Electric Mirror LLC for any loss or damage arising in any
way from its use
>
>
>
>
> [Non-text portions of this message have been removed]
>