You may like to group selected reports in MicrOpay to be sent to different areas of the business, or that need to be run at the same time, e.g., at the end of the month. Groups of reports are known as Jobs and can be scheduled to run at a set time/date or as required.
How to set up a Report Job
To define Report Jobs, go to Common, Maintenance, Report Job Manager.
Click Add Job to create a report group.
Enter a Name for the group of reports, e.g., Management reports, End of Month, Personnel reports.
The Properties tab displays scheduling information. Report Jobs do not have to be assigned a schedule; they can be run as required. As most reports require a period end date or date range to be defined, it is unusual to schedule jobs. For a scheduled report job to run, the Report Job Manager must be open at the scheduled time.
To define a schedule for a Report Job, tick the Enabled checkbox.
Click the Scheduler button. The Scheduler button opens a wizard that allows you to enter when the report job must run.
Click Add Report to select from a list of standard reports in MicrOpay. You may select multiple reports by holding down the <CTRL> key and clicking on the required reports.
Click OK to save the selections. The selected reports will be produced whenever the Report Job is run.
From the Report Job list on the left-hand side of the screen, select the first report to access the Properties tab. You may need to expand the Report Job by clicking on the plus sign.
The Report Name defaults to the standard report name and can be changed if required.
Ensure the Include in Job Run checkbox is ticked.
Define how the report must be produced in the Output section.
Tick Save Output to File to produce the report in soft copy.
Browse or enter the Output Folder where you want your files to be saved.
The Output File Name defaults to the report name and can be changed if required. If you use the same name for each instance of a report, it will overwrite when the next report is created. To avoid this, give each instance its own file name, for example, Payroll MTD, Payroll YTD.
Select the File Format. PDF is recommended.
Tick the Append Date + Time checkbox to include in the file name the date and time the file was created.
Tick the Print Output checkbox to produce a paper copy of the report.
Tick the Email Output checkbox to automatically email the report to the email addresses entered in the Recipients field.
Repeat from Step 7 for all reports in the Job.
How to run a Report Job
When running a Report Job, it is necessary to specify the parameters to be applied for each report, most importantly, the date range(s) to print.
To run a report job, go to Common, Maintenance, Report Job Manager.
From the Report Job list on the left-hand side of the screen, select the first report from the Job you intend to run.
Select the Parameters tab and click the Report Defaults button.
Complete the report selection screen as required.
Click OK to save the report parameters.
Repeat steps 2 to 5 for all reports in the Job. If the same report parameters are the same across all Reports, they can be set on the Parameters tab of the Report Job. When Use Job Defaults is ticked, these fields will be greyed out on the individual Reports.
Once the parameters have been defined for all reports in the Job, highlight the Report Job and click Run Job.
All reports in the Job will be produced to your specifications.
The Report Job Manager produces one report at a time.
A green arrow appears next to each report as it is being generated.
To make the Job accessible to other users
In Common, Maintenance, Report Job Manager, right click on the Job (Reports) you want to export and select Export Job. Export the job to a shared drive.
The user (who needs access to this Job (Reports)) has to go to Common, Maintenance, Report Job Manager, and right click anywhere in the Job (Reports) section, select Import Job, and browse for the Job that was exported.