Imagine that you are in charge of planning the allocation of personnel each morning, and you need to see the Resource Availability report to plan the current days staffing. If only this report would show up in your e-mail inbox each morning when you arrive to work. With the ARCOS Batched Reporting feature, it can!
See below for descriptions and tips on how to set-up the Resource Availability report using Batched Reporting:
- Saving the Report: Go to the Other Reports section under the Reports tab. Select the Resource Availability report. Select your Search Criteria and click the Save Report button. In the Save Report—Save New section, enter a name for the report and Selection Start values. Set the Selection Start to Now. Click the Save button.
- Scheduling the Batched Report: Click on the Saved button under the Reports tab. Check the Mine Only checkbox to filter out your saved reports. Find the report you saved and click the ‘sched’ link. Since we want to have the report every workday, select Weekly as the Mode. Select the days of the week you want to receive the report as the Pattern. In the Run Time field, enter the time you would like to receive the report. Because we set the Selection Start time to Now, when the report is sent at 07:00, the Resource Availability report will show the employee’s availability as of 07:00. Click the Save button.
- Enabling A Recipient: Now, we need to enable a recipient to receive the report. An employee needs to have an enabled e-mail address on their employee record in order to be eligible to receive a Batched Report. Click the Add Recipients button. A new page will display with all the employees in the current Level 4 location. If the employee has an e-mail address on their employee record, there will be a ‘Y’ in the Email? Column. There will also be a checkbox in the Add column. Simply check the checkbox and click the Save button. Once the page refreshes, click the Back button. You have been added to the Recipients table and are now going to receive the Resource
Availability report at 07:00 for the days you selected in the Pattern.
Note: This is an abbreviated version of creating and assigning batched reports. Please refer to the Online
Help for step-by-step instructions.