Feature of the Month 

SCHEDULING REPORTS in Retail Pro

FOR RETAIL PRO v8 USERS

(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 pre-schedule a report group to print or save automatically.

1. From the main screen of Retail Pro Windows Reports:
   a. Click the REPORT GROUPS icon
   b. Click the NEW button in the upper left 
   c. Name the report group and double-click on Reports from the appropriate tabs to   
       be included in this report group 
   d. 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.  Now, the RPRO Scheduler must be started and modified.  From RPRO main screen:
     a. Select TOOLS and then SCHEDULER 
          A new icon should appear in your system tray at the bottom right of the screen,
          by the windows time as shown below

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

5. a. In the top of the window that appears, give the task a name 
         Name the task reflective of what you’re scheduling
         (Weekly Reports, Monthly Reports, etc.). 
   b. Select the RUN PROGRAM radio button from the left side

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

7. a.  In Parameters, find the action that describes your desired action.
   b.  Type the filename to the left of the desired action.
        NOTE:   In place of 0000000#.rgp, type appropriate filename noted in Step 2.

8. a.  Select the SCHEDULE tab in the upper left of the screen. 
   b.  Select the appropriate date & time you want to schedule this report group to run.      
           In this example, we want a report to run weekly at 6am.

9. a.  Select OK to close this scheduled task
   b.  Select FILE and SAVE to save this scheduled task
   c.  Optionally, you may choose to select OPTIONS and then RUN ON STARTUP as
        well as MAKE CURRENT SCHEDULE DEFAULT.

SCHEDULING REPORTS in Retail Pro

FOR RETAIL PRO v7 USERS:

With the use of the RPRO Scheduler, Retail Pro allows users to schedule

Report Groups to run automatically.  Follow the steps below to pre-schedule a report group to print or save automatically.

1. From the main screen of Retail Pro Windows Reports:
   a. Click the REPORT GROUPS icon
   b. Click the NEW button in the upper left 
   c. Name the report group and double-click on Reports from the appropriate tabs to   
       be included in this report group 
   d. 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.  Now, the RPRO Scheduler must be started and modified.  From RPRO main screen:
     a. Select TOOLS and then SCHEDULER 
          A new icon should appear in your system tray at the bottom right of the screen,
          by the windows time as shown below


 

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

 

5.  a. In the top of the window that appears, give the task a name 
      Name the task reflective of what you’re scheduling
      (Weekly Reports, Monthly Reports, etc.). 
   b. Select the RUN PROGRAM radio button from the left side

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

7. a.  In Parameters, find the action that describes your desired action.
   b.  Type the filename to the left of the desired action.
        NOTE:   In place of 0000000#.rgp, type appropriate filename noted in Step 2.

8.  a.  Select the SCHEDULE tab in the upper left of the screen. 
    b.  Select the appropriate date & time you want to schedule this report group to run.      
           In this example, we want a report to run weekly at 6am.
   
    

9. a.  Select OK to close this scheduled task
   b.  Select FILE and SAVE to save this scheduled task
   c.  Optionally, you may choose to select OPTIONS and then RUN ON STARTUP as
        well as MAKE CURRENT SCHEDULE DEFAULT.