Creating A Job

Cory Fifield -

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Creating a Job inside VDM's scheduler is the first step to automating your reports. Once a Job is created it can then be leveraged in the scheduler to be ran at scheduled times and dates.

A job can leverage multiple views. Each of those views can have multiple executions.

Example: Job1 uses View1 and View2. View1 has 5 executions using different parameters and View2 has 10 executions using different parameters. Job1 will run 15 separate executions from 2 different Views returning results based on each execution's parameters.

 

 

1. Click Scheduler located at the bottom of VDM.

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2. Select Job under the Automation section on the left.

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3. Click the Add button in the View section of the Ribbon Bar and select a View.

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4. Click the Add (Wizard) button located in the Executions section of the Ribbon Bar.

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5. Enter an Execution Name, select the Connection Profile to use, select what to Export, then click Next.

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6. Select Export Location, enter the Export Filename (Optional: Add Date before/after Export Filename and Date Format) select File Types, then click Next. 

Important Note: This step will need to be repeated for each export option that was checked. (Details, Chart, Finished Report, etc.)

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7. (Optional) Enable Email Alerts and select email profile. For help with email profiles click here.

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8. Enter the Parameters for this execution.

Note:
 If you want to have the same view ran with different parameters, copy the execution after it has been created and modify the parameter values on the new execution.

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9. (Optional) Enable/Configure Post Processing Commands. 

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10. Once your jobs have been configured, click Save.

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