eG Reporter
 

eG Reporter - Schedule Booklets

The eG Reporter provides a useful report scheduling capability that automates the process of printing and/or mailing specific booklets (to specific individuals) at pre-defined intervals. This page appears when the icon in the LIST OF BOOKLETS page is clicked. Using this page, you can schedule the printing and/or mailing of the booklets displayed.

  1. First, provide a Schedule Booklet Name.

  2. Next, to indicate how often the reports contained in the booklet would have to be mailed to a specific recipient, select a frequency from the Mail list box. The options provided therein include: Daily, Day(s) of the week, Weekly, Monthly, WeekEnd, and MonthEnd. If you select the Day(s)of the week/Weekly option, you even get to select the exact day(s) of the week on which you want the booklet mailed/printed, from the Mail On list. If you select the Monthly option from the Mail list, you can select the exact date of the month on which you want the booklet to be mailed/printed, from the Mail On list.

    Note:

    • You cannot SCHEDULE the automatic printing/mailing of booklets if any report contained in the booklet is with an Any timeline.

    • By default, WeekEnd booklets are mailed every Sunday. This default setting can however, be modified by editing the eg_services.ini file (in the {EG_INSTALL_DIR}\manager\config directory). The ScheduleMailWeekend parameter in the [MISC_ARGS] section of this file is set to Sunday, by default. If you so wish, you can specify any other day of the week against this parameter, as shown below:

      [MISC_ARGS]

      ScheduleMailWeekend=Friday

    • Say, on January 24, 2007 (Wednesday), a booklet was generated with a Timeline of 2 weeks; later that day, the same booklet was scheduled to be mailed Weekly. This means that on the first day of the following week (which is Sunday - January 28, 2007), the booklet will be automatically generated based on the performance data collected during the last 2 weeks (i.e., for the period spanning January 14 to January 28), and mailed to the specified recipients. Note that, if a booklet is set to be mailed ‘Weekly’, such a setting only ensures that the report is mailed once a week; it does not alter the Timeline of the original report. The same applies to ‘Monthly’ schedules.

      Now, let us take another example. Assume that on January 24, 2007 again, a report with a Timeline of 2 weeks was scheduled to be mailed every WeekEnd (which is say, Sunday). This means that on January 28, 2007 (Sunday), the booklet will be automatically generated for a Timeline of 1 week (spanning January 22 to January 28), and mailed to the specified recipients. Note that ‘WeekEnd’ schedules not only affect the frequency with which reports are mailed, but also override the ‘Timeline’ of the original report. The same philosophy applies to “MonthEnd” schedules.

    • By default, scheduled mails are sent before trend computation begins. However, if need be, you can push schedule execution below trend computations - i.e., you can instruct the eG Enterprise system to mail reports after trend calculations are done. To ensure this, you will have to edit the eg_services.ini file in the {EG_INSTALL_DIR}\manager\config directory. In the [MISC_ARGS] section of the file, a ScheduleReportsBeforeTrend flag exists that is set to yes, by default. Change this to no, so that schedules are implemented after trending is completed.

      • Summary reports will not be generated properly if this option is set. Reports with measure graph, zone reports, comparison reports, etc., will be unaffected.

  3. If you select the Weekly option from the Mail list, you even get to select the exact day of the week on which you want the booklet mailed/printed, from the Mail On list.

  4. If you select the Monthly option from the Mail list, you can select the exact date of the month on which you want the report to be mailed/printed, from the Mail On list.

    5. Note:

    • Before emailing reports, ensure that the SMTP mail host and eG Administrator mail ID are properly configured in the eG administrative interface (using the MAIL SERVER SETTINGS page which can be accessed through the Alerts -> Mail Settings -> Server Settings option).

    • By default, the Receiving Type of the mail is Inline which implies that when reports are sent by email, the body of the email will contain the reports so sent in HTML format. You can, if you so desire, send the report as an attachment by choosing the Attachment option from the Receiving Type list.

  5. Specify the email id of the recipient in the Mail ID text box.

  6. Then, indicate the Schedule Type. You can indicate when booklet scheduling is to occur by picking an option from the Schedule Type list. To generate schedule booklets at the end of every day, pick the Day-End option from this list. To generate schedule reports at a configured time every day, pick the Anytime option from this list, and then indicate the exact time of generation using the Hrs and Mins time controls that then appear.

    7. Note:

    • If a network printer is used for printing the booklets, then ensure that the Tomcat service of the eG manager is configured to use a domain user's account. If only a local printer is used, then the Tomcat service can run using the default local system account.

  7. Finally, click on the Save Schedule button to register the schedule. A message indicating that the schedule has been successfully saved will then appear.