Author Topic: Automated reports using scheduled jobs. (Read 1223 times)

SweetTooth · June 21, 2012, 04:15:10 am

Hello all,

I have created about 6 reports that goes to 6 people.

Each of the reports is very similar and each one has been setup as a scheduled job.

However, it appears that only the one that was setup most recently ever seems to get run.

Any ideas what I'm doing wrong? Is there are way to run multiple reports as the same scheduled job, or do they all need to be seperate?

Thanks!

Jason W · September 19, 2012, 11:29:41 am

Hi SweetTooth,

I Tried a few things in Scheduled jobs, and came to the conclusion that they would need to be seperate. Also, make certain that they are all checked as "Active", and check their run frequency.

you might also check the Documentation at http://wiki.civicrm.org/confluence/display/CRMDOC41/Managing+Scheduled+Jobs to see if there is anything there that you find helpful.

Cheers,
Jason

josue · September 26, 2012, 11:33:15 am

i recently used this feature for the first time. 6 reports, each showing a list of people in a group, sent out to six different people.

i was pleasantly surprised that it worked! i have 6 scheduled jobs, each one referencing a different instanceId.

i want more control over when it goes out though. i can send it out once a day. i would like to be able to configure when it is that it goes out. i would like to be able to send it out once a week or once a month. that would be more useful than once an hour, for example.

additionally, can i put in more than one instanceId per scheduled report? it does not seem currently possible to have one scheduled job for all 6 reports.

then there is the email template that get sent out. i would like to be able to configure it without having to create a custom Form.php. the people receiving this report do not have access to the database and sending them a link to the report in the database would just be frustrating, so i removed it.

anyway, nice feature. some limitations. but it does work well!

Jason W · September 27, 2012, 09:10:22 am

Hello josue,

I agree that there are a few limitations, but I too think that this nice feature.

As far as sending a report weekly or monthly, you might try scheduling a reminder for whomever will be sending the report:

1. Administer-->Customize Data and Screens-->activity types-->Add an activity type. Give it a label like " Run Report Cron" component should be contact, and it needs to be enabled. Save.

2. Administer-->Communications-->Schedule Reminders. give it a title something like "report cron reminder". Entity should be activity, Activity type should be the activity type we created in 1, Activity status is not required. as for the when, set it for the date that you will next need the report, and select enable repetition. set it to repeat every 7, 14, whatever your necessary interval is. You can set the recipient to be either yourself or another employee. Set it to send an email, and in the body of the email give a reminder about which cron needs to be run. Select save.

Make sure your report is NOT set to active.
Now when the person recieves the reminder, all they need to do is run the cron.

I tried several things, and found this to be the most successful option.

One last reminder, if you have any questions, or need help with any issues, Please post your question in the forums. I was able to find ONE possible solution to ONE of your problems, but there are a great many people who know a great deal more than I do abou hese things. If you don't post in the forums, they won't see your questions.

Hope this has helped.

Regards,
Jason

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Author Topic: Automated reports using scheduled jobs. (Read 1223 times)

SweetTooth

Automated reports using scheduled jobs.

Jason W

Re: Automated reports using scheduled jobs.

josue

Re: Automated reports using scheduled jobs.

Jason W

Re: Automated reports using scheduled jobs.