I was hoping to schedule a specific report to email out on specific days...is this possible? and if it is i need it to run from the current date of the specific day...
I should mention that the report i wish to schedule is one of our "custom" reports
NOTE NEW: unfortunately it doesn't look like it is set up to be scheduled...probably because its a custom report...
NOTE NEW 2: thank you all, working on getting the Report Setup Utility access for me!
thank you for all your quick replies!
thank you for any help or suggestions!
Hi Curtis,
Assuming your report has been set up to be scheduled, you can set it up to "Create Schedule" from the Reports and Utilities window:
And then set whatever date parameter you can in the report to be the Report Run Date:
If you don't want it to go out every day, you may need to make multiple weekly schedules.
Hope this helps, there's more info here
unfortunately it doesn't look like it is set up to be scheduled...probably because its a custom report...
thank you for your quick reply
thank you!
You can actually set it up to be scheduled from the Tessitura Report Setup utility, just open the report and check the box for "Schedule"
thanks i will!
can't seem to find the reports setup utility
Hi, Curtis:
If your report has been set up to allow a scheduled run, it will allow you to schedule it whenever you want, and, if you are set up to e-mail reports, to send it via e-mail.
If you want it to run, say on the 15th of the month and on the last day of the month, you’ll schedule it twice (one that runs monthly on the 15th, one that runs monthly on the last day of the month).
Lucie
______________________________Lucie SpielerIT Development and Training Manager
When in Reports and Utilities, click on the “Schedule” radio button on the right side of the window. Then fill in the fields, and it will walk you through the rest.
These instructions are also in the Help System. While in Tess, you can click on the “?” wherever you see it and search “Scheduling Reports.”
I hope this helps.
Marie
---
Marie Kocher | Development Assistant
Kansas City Ballet | Todd Bolender Center for Dance & Creativity
500 W. Pershing Road, Kansas City, MO 64108
816.216.5582 (D) | 816.931.2232 x1382 (O) | 816.931.1172 (fax)
kcballet.org
From: Tessitura Shared Reports Forum [mailto:forums-shared.reports@tessituranetwork.com] On Behalf Of Curtis Bellfy Sent: Wednesday, October 08, 2014 11:27 AM To: Marie Kocher Subject: [Tessitura Shared Reports Forum] Scheduling a specific Report to email
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Ask your DBA if there is any reason the report couldn’t be set up that way. If it doesn’t change data, it shouldn’t be an issue. Making a report schedulable (if that is a word) is just a check box in report setup.
Good luck!
Curtis:
We are able to schedule our custom reports…you just have to check the box next to “Schedule” at the upper right in the report definition window for the report in the “Report Setup” Application.
Penny Tabor
Director of Technology
Midland Center for the Arts
Midland, MI 48640
From: Tessitura Shared Reports Forum [mailto:forums-shared.reports@tessituranetwork.com] On Behalf Of Curtis Bellfy Sent: Wednesday, October 08, 2014 1:22 PM To: Tabor, Penny Subject: Re: [Tessitura Shared Reports Forum] Scheduling a specific Report to email
From: Paul Kappel <bounce-paulkappel1945@tessituranetwork.com> Sent: 10/8/2014 12:36:56 PM
Hi,
A custom report can be scheduled. It just needs a check box for “Schedule” in the report setup. If someone has access to report setup, they should be able to do that for you.
_______________________________________________________
Jana Young
Applications Manager, Information Technology
Segerstrom Center for the Arts
600 Town Center Drive, Costa Mesa, CA 92626
T (714) 556-2122 x 4300 F (714) 556-1388 E JYoung@SCFTA.org
From: Tessitura Shared Reports Forum [mailto:forums-shared.reports@tessituranetwork.com] On Behalf Of Curtis Bellfy Sent: Wednesday, October 08, 2014 10:24 AM To: Jana Young Subject: Re: [Tessitura Shared Reports Forum] Scheduling a specific Report to email
It’s a separate application, with its own icon. Usually, you need DBA rights to access it.