Scheduling with the File-based Repository

Introduction

XLCubed Web Edition can be used to deliver reports to users automatically.

Using a schedule you can define which reports go to which users, and can optionally parameterise the results.

Concepts

The scheduling module is made up of a few key parts.

Smtp Servers

An Smtp server is a computer that is configured to send emails. You will need to set one up so that reports can be delivered to your users.

Delivery

For the simplest cases you can enter the email addresses of your users to get reports delivered to them.

Often this list must updated, in which case it may be better to set up distribution rules.

Distribution Groups

A Distribution Group defines a set of users by their email addresses. Also associated with this is a locale for formatting the report (1,234.56 or 1.234,56) and a database role to run the report as.

For example you could define "USA Managers" to run with US formatting under the US role, and have "German Managers" run with their own settings.

Distribution Lists

A Distribution Lists is a set of Distribution Groups which are linked together so a report goes to all users in all groups at the same time.

For example you could define "Managers" as a list comprosed of the USA Managers and the German Managers, and have reports sent to all of them.

Schedules

A Schedule defines:

• Which Reports get sent
• Who they are sent to
• When they are sent

/*
 * common placeholders:
 * %date%
 * %time%
 * %datetime%
 * %rolename%
 * 
 * these trigger firing a report for each user instead of firing the same one to all
 * if they are used in a report parameter only!
 * if in email title/body then just a different email, same attachment:
 * %email%
 * %username%
 * %displayname%
 * 
 * if running a distibutionlist you can put the groupname in different for all the users in the group
 * so all in the group get the same report, but it is different for each group
 * %groupname%
 *
 * a single parameter can take this, signifying that the referred-to cell must be true,
 * otherwise the attachment will not be sent
 * %sendiftrue%
 */