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Schedule Reports by Time - Right Now

The Schedule Reports by Time – Right Now feature allows you to generate a report output immediately after scheduling.

This document explains how to configure and execute reports using the Right Now scheduling option.

Right Now : This video explains Schedule Reports by Time - Right Now within the application.

Objective

To schedule and execute a report instantly using the Right Now scheduling option.

Prerequisites

  1. For this example, the report used is Order details.rptdesign.

  2. Download the required sample files from the link report.zip

  3. Upload Order details.rptdesign to the Report Section under the Root folder.

  4. Refer to this link for detailed steps on uploading files in the application.

Steps to Schedule a Report using the Right Now Option

  1. We will be using Order details Report in this example.

  2. There are two ways to open a report for scheduling:

    I. By clicking on the desired output format option (for example: rptdocument, XLSX, DOCX, PDF, etc.) as shown in the image below.

    Image

    These icons allow you to directly schedule the report in the selected format.

    II. Double-click the desired report name to open it for scheduling.

  3. After opening the Order details Report using either of the above methods, the Parameters tab will open by default.

  1. Parameter Tab

    • Use the Parameter Tab to provide the required input values for generating the report.
    • Parameters marked with an asterisk (*) are mandatory.
    • After entering all parameters, click on the Schedule Tab.

  1. Schedule Tab

    I. Schedule Type – Select Time from the dropdown list to schedule the report based on time.

    II. Frequency – Choose Right Now from the available options (Right Now, Once, Recurring).

    • When you select Right Now, the system prepares the report for immediate execution.
    • No additional date or time selection is required.

    III. On Failure Retry – Define retry conditions in case the report fails to execute.

    • Retry Count – Number of times the system should retry (e.g., 1, 2, or 3).

    • Schedule After Every – Time interval between retries (e.g., 5 mins, 10 mins).

      Image

    This ensures that even if a temporary issue occurs, the system automatically retries the execution.

  1. Output Tab

    • Use the Output Tab to define the report’s output format, file name, and storage location.
    • For example, you can generate the report in PDF, XLSX, or DOCX format.

  1. Email Tab

    • Use the Email Tab to configure recipients, email subject, and attachments for the automatic delivery of the generated report.

  1. Final Execution

    • After configuring all required tabs (Parameter, Schedule, Output, and Email), you are ready to execute the report.

    • At the bottom of the scheduling window, the following buttons are available:

      ButtonDescription
      RUNExecutes the report immediately according to your configuration.
      SAVE AS QUICKRUNSaves the current report setup, including selected parameters, for quick and easy future execution. To know more, see Quick Run
      CANCELCancels the scheduling process and closes the window.

      Image

  2. Click RUN to execute the report instantly. Once completed, the output will either open in a new tab or display a download prompt, depending on the selected format (e.g., PDF, XLSX, or DOCX).

    Image

  3. You can monitor the report execution status in the Request section of the application.

    • This section displays reports that are Completed, Running, Failed, or Scheduled for future execution.
    • In case of failure, the error reason will be displayed for troubleshooting.

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