FEATURE OF THE MONTH

SCHEDULING REPORTS

Retail Pro – Windows Reports

            With the use of the RPRO Scheduler, Retail Pro allows users to schedule report groups to run automatically.  Follow the steps below to schedule a report group to print (or be saved) automatically.

FOR RETAIL PRO v8 USERS:

1. From the main screen of Retail Pro Windows Reports, click the REPORT GROUPS icon.  Click the NEW button in the upper left.  Give the report group a name & double-click on reports from the appropriate tabs to be included in this report group.  Select SAVE when finished.

2. Once saved, take note of the column in Report Groups labeled FILE NAME.  The filename will usually be similar to 0000000#.RGP.

3. Next, we need to start and then modify the RPRO Scheduler.  From the main screen in Retail Pro, select TOOLS and then SCHEDULER.  Notice that a new icon should appear in your system tray (bottom right of the screen, by the windows time) as shown below.

4. Double-click on the RPRO Scheduler to open the window shown below.  Then select EDIT and ADD TASK from the top.

5. In the window that appears, start by giving the task a name at the top.  Name the task reflective of what you’re scheduling (Weekly Reports, Monthly Reports, etc.).  Then select the RUN PROGRAM radio button from the left side.

6. In the box to the right, labeled Program Name, type or use the folder browse button to find the REPORTS.exe program.  In the box labeled Start In, click the browse folder to the right and then select OK.  A typical BHD workstation will look as below.

7. Finally, in Parameters type one of the following parameters.  Note that in place of 0000000#.rgp you would type the appropriate filename noted in Step 2.

8. Next, select the SCHEDULE tab in the upper left of the screen.  Select the appropriate date & time that this report group should be scheduled to run on.  In this example, we want a report to run weekly at 6am.

9. Select OK to close this scheduled task.  Finally, select FILE and SAVE to save this scheduled task.  Optionally, you might want to select OPTIONS and then RUN ON STARTUP as well as MAKE CURRENT SCHEDULE DEFAULT.

SCHEDULING REPORTS

Retail Pro – Windows Reports

FOR RETAIL PRO v7 USERS:

1. From the main screen of Retail Pro Windows Reports, click the REPORT GROUPS icon.  Click the NEW button in the upper left.  Give the report group a name & double-click on reports from the appropriate tabs to be included in this report group.  Select SAVE when finished.

2. Once saved, take note of the column in Report Groups labeled FILE NAME.  The filename will usually be similar to 0000000#.RGP.

3. Next, we need to start and then modify the RPRO Scheduler.  From the main screen in Retail Pro, select TOOLS and then SCHEDULER.  Notice that a new icon should appear in your system tray (bottom right of the screen, by the windows time) as shown below.

4. Double-click on the RPRO Scheduler to open the window shown below.  Then select EDIT and ADD TASK from the top.

5. In the window that appears, start by giving the task a name at the top.  Name the task reflective of what you’re scheduling (Weekly Reports, Monthly Reports, etc.).  Then select the RUN PROGRAM radio button from the left side.

6. In the box to the right, labeled Program Name, type or use the folder browse button to find the REPORTS.exe program.  In the box labeled Start In, click the browse folder to the right and then select OK.  A typical BHD workstation will look as below.

7. Finally, in Parameters type one of the following parameters.  Note that in place of 0000000#.rgp you would type the appropriate filename noted in Step 2.

8. Next, select the SCHEDULE tab in the upper left of the screen.  Select the appropriate date & time that this report group should be scheduled to run on.  In this example, we want a report to run weekly at 6am.

9. Select OK to close this scheduled task.  Finally, select FILE and SAVE to save this scheduled task.  Optionally, you might want to select OPTIONS and then RUN ON STARTUP as well as MAKE CURRENT SCHEDULE DEFAULT.