Nexeed

Reporting Management

    • Introduction
    • User manual
      • Find information
      • Overview: Jobs Tab
      • Overview: Schedules Tab
Reporting Management
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Nexeed Learning Portal
  • Reporting Management
  • User manual
  • Overview: Schedules Tab
✎

Overview: Schedules Tab

Under Reporting > Schedules , the user-created schedules for time-controlled and scheduled module report generation are displayed. The list of schedules can be filtered.

The detailed view provides more information about individual schedules and the option to edit schedules. The detailed view is displayed by clicking on a schedule.

reporting tool_schedules_2023_01_01

Header

Element/icon/column Description

add_border

Add Schedule

Name

Name of the schedule

Module

Module that generates the module report

Report type

Modules may generate different types of reports. This field displays the type of module report created.

Definition

Details of the creation time or scheduled creation

Enabled

Activate Schedule

Deactivate Schedule

Entry List

Element/icon Description

delete

Delete Schedule

Activate Schedule

Prerequisite

  • Reporting Management User role

Procedure

  1. Go to the Reporting > Schedules tab.

  2. In the table ( Overview: Schedules Tab ), activate the schedule to be activated using the switch switch-unchecked.

The schedule is activated.

Deactivate Schedule

If schedules are deactivated, they remain in the table ( Overview: Schedules tab ). However, the execution of the associated module report is paused until the next activation.

Prerequisite

  • Reporting Management User role

Procedure

  1. Go to the Reporting > Schedules tab.

  2. In the table ( Overview: Schedules Tab ), deactivate the schedule to be deactivated using the switch-checked switch.

The schedule is deactivated.

Add Schedule

Prerequisite

  • Reporting Management User role

Procedure

  1. Go to the Reporting > Schedules tab.

  2. In the header, click add_border to add a new schedule.

    The Add Schedule dialog window appears.

    Add schedule
  3. In the Report Type drop-down list, select the type of module report to be generated.

    Fields marked with an asterisk (*) are mandatory and must be completed.

  4. Fill in the Equipment ID or Process ID , Part ID and Serial Number input fields.

  5. In the Date/Time Range field, click calendar and select a time range for which you want to create the module reports, or adjust with up or down.

  6. In the Name input field, enter the name under which the module report is listed in the job list.

  7. Use the All and Unit fields to specify the interval at which the module report is to be generated.

    The specified interval is displayed in the lower part of the dialog window. In the example, each (all: 1) day (unit: day(s)), a module report is generated.

  8. In the Initial Date field, click calendar and select a start date for the first module report or adjust with up or down.

  9. In the Expiration Date field, set the end date of the last module report.

    The specified start date is displayed in the lower part of the dialog window.

  10. Click Create.

The schedule is created and displayed in the list of schedules ( Overview: Schedules Tab ).

Delete Schedule

Prerequisite

  • Reporting Management User role

Procedure

  1. Go to the Reporting > Schedules tab.

  2. Click delete in the row of the schedule to be deleted.

    The Delete Schedule dialog window appears.

  3. Click Delete.

The schedule is deleted.

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