Creating a Job in VDM

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Article Goal

Show the steps required to create a Job inside VDM's scheduler, which can then be used for automated report execution.

What Is a Job in VDM?

A Job in VDM is a saved automation task that can run one or more Views with one or more Executions (parameter sets). These jobs can later be scheduled to run at specific times using the VDM Scheduler.

Tip: One job can execute multiple views with multiple parameter combinations—all in a single VDM session.

Example Job Configuration

Let’s say you have:

• Job1 that includes View1 and View2

• View1 runs 5 executions (different parameters)

• View2 runs 10 executions

That means: Job1 will run 15 total executions across 2 Views in one scheduled VDM session.

Note: One appointment on the Scheduler Calendar = one VDM64.exe session.

Video Tutorial:

Steps to Create a Job in VDM

Step 1: Open the Scheduler

Click the Job icon located at the top of the VDM interface.

Step 2: Add a View to the Job

• In the Ribbon Bar, under the View section, click Add

• Choose the View you want to include in the Job

Tip: You can add multiple Views to the same Job.

Step 3: Add an Execution (Wizard)

• In the Executions section of the Ribbon Bar, click Add (Wizard)

• This opens the Execution Wizard to configure how the View will run

Step 4: Configure Execution Settings

• Provide an Execution Name

• Choose the Connection Profile to use

• Select the items to export (Details, Chart, Finished Report, etc.)

• Click Next

Step 5: Set Export Options

• Choose your Export Location

• Set an Export Filename

• Add date before/after the export filename using date formatting option (Optional)

• Select desired File Types

• Click Next

Important: Repeat this step for each export option selected (e.g., Details, Chart, Finished Report)

Step 6: (Optional) Enable Email Alerts

• Enable Email Alerts and choose an email profile

• Click here for help with email profiles

Step 7: Enter Parameters

Input the parameter values for this specific execution

Tip: Want to run the same View with different parameters?
Copy the execution and edit the parameter values for each version.

Step 8: (Optional) Enable Post-Processing

Enable or configure Post Processing Commands if needed (e.g., file transfers, script execution)

Step 9: Save the Job

After all Views and Executions have been added and configured, click Save

Article Summary

Creating a Job in VDM is the foundation for automating report delivery. Jobs can include multiple Views and executions, each with its own parameters and export settings. Once created, these Jobs can be scheduled for unattended execution using VDM’s Scheduler—making it easy to deliver the right data at the right time with zero manual effort.

Next Step: Now that your Job is ready, learn how to schedule it using the VDM Scheduler.