Customizing the Report Parameter for Scheduling
Customising the Report Parameter for Scheduling
This knowledge base article will assist you with how to customize report parameters in XML and reflect them in the Parameter Window. Going through this article, you will be provided with an overview, including learning how to schedule the report with the parameter
Overview
Report parameters are customised when we need to schedule a report that includes parameters or when we want to add and/or update the report parameters in Parameter XML.
To schedule a report, it requires some changes to be made in the Parameter XML. Changes in the report parameter reflects in the Parameter Window. Read the complete article to understand the reasons for the solution.
Note: Only iVend Retail Reports (IRT) can be configured in the iVend Schedule Manager in the Management Console.Updating the Parameter XML and Scheduling the Report
Once the report parameters are changed, it can be scheduled from the Parameter Window.
Follow the steps mentioned below to update the Parameter XML and Schedule the report:
1. Export the report.
To export the report, in the Management Console, go to: Administration > Application Setup > Report Manager and select the report that you wish to update the Parameter XML on for scheduling.
1. Open Parameter XML.
2. Add a DateRange parameter in XML. Refer to the below XML code snippet:
Parameter name="DateRange" objecttype="30" caption="DateRange" mandatory="true" /
Parameter name="FromDate" objecttype="1" caption="Date" mandatory="true" /
1. Save the report changes.
2. Import the report back in using the Report Manager.
3. Check if the ‘DateRange’ parameter appears on the Parameter Window before the “From Date” and “To Date”.
Note: Make sure that the report has the FromDate and/or ToDate parameter(s). The DateRange parameter will only work if the naming convention is the same in the report and in the XML.
Refer to the following screen images that illustrate how the Parameter XML is updated and how to Schedule the report:
Note: You can only choose the reoccurrence of a Schedule if the DateRange is selected in the Reoccurrence of the Schedule Manager - Refer to the screen image below:
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