Probably missing something simple here, but im trying to run a data export report on close work period.
my data export is a CSV, which works lovely if I click the link but im wanting it to happen when teh workperiod ends.
Any idea? Im clearly doing something quite nooby here.
Matt
This should work. Just create it for export!
Create a “Print Report” Action.
Report Name Work Period Report
Printer Name:Ticket Printer(Or printer of your choice)
Next Create a Rule
Event Name Work Period Ended
Click Select Action and choose the Print Report Action you just created.
Click Save. Then test it to make sure it works.
Im not wanting it to print tho, i need it to create the CSV file, but thanks for the input any help appreciated.
Matt
I think he’s needing to export a file, not print the report…
I was able to add an export to my flow and it worked. Remember the names are case sensitive so in your rule for the export the name has to match exactly as it is in the Data Export list. Otherwise it doesn’t know what report to export. You can also use the rule debugger to make sure you’re rule is firing correctly.
Also (and I’m not sure this would necessarily stop the rule from firing but could definitely result in incorrect data) make sure that your rule doesn’t fire before it has the data it needs to run. For example: If its a report that requires information from work period close, it needs to fire after the work period has ended not before.
This worked, appreciate that. THought it would be something simple. I did get a weird popup tho. This is out the box mind, a fresh install with only that report i created.
If you head over to settings and select Program Settings then Maintenance you’ll see a list of tasks on the right. Select Create default Reports and that should clear up that alert for you.