Report Automation

Overview

Go to CAS --> Utilities --> Report Automation

This feature is implemented to deliver the selected reports automatically to employees (email or ftp) based on the frequency set by the user. There are two reports to choose from: Inventory Balance Report and Merchandise Receiving Report.

Details

The user selects the report from the drop down, populating the corresponding search criteria fields. User selects the start date and the end date for the report to be delivered to the selected email addresses or ftp site.

Frequency: There are four options Daily, Weekly, Bi Weekly and Monthly.

Transmission Type: User can select email or FTP. If the user selects email then one more text box will be displayed to provide the email addresses.

If the user selects FTP then FTP IP, path, username and password will be displayed

Report Type: On the Inventory Balance Report the user can select PDF or CSV file . If CSV is selected, then selects which columns to display from the drop down. If the user does not select any then it is understood that all the columns will be in csv file. For Merchandise Receiving Report, the generated file will be in XML format.

Navigating through options

The report can be modified or deleted. To modify select the Search button and select the report. Use the "Show" button, to populate with the report criteria, make changes as needed and save the file with the new criteria. If the report is no longer needed, select the report using the search button. use the "Show" button to populate with the report to delete, once populated, press the delete button.

*if sent by email, the report will be generated at 4 am server time

Bug Reporting The Report Automation screen has the Report a Bug button. This button is for the user to report an error they have received. The user must recreate the error so it can be captured, and then the relevant logs are emailed to the support staff. The process is for the user to press the Report a Bug button. You know the report a bug is activated when a pop up message appears stating that Report a Bug is activated. This will create enhanced logs and the user would then replicate the error. When the error occurs, the logs are sent to the support staff for review.

Access

Access is for System Admin and Financial role only.