Understanding How to Run Reports from Process Scheduler


Concept


Steps:

  1. Use the Process Output Type page to define the default settings of the system, by selecting the active and default output types for each process type.

    Step 1
  2. Select the appropriate Active and Default Output check boxes to define the output type options.

    Step 2
  3. Use the Process Output Format page to define the default settings of the system, by selecting the active and default output formats for each combination of process type and output destination type.

    Step 3
  4. Select the appropriate Active and Default check boxes to define the output format options.

    Step 4
  5. Use the Type Definition page to define process types, which globally define the command line, parameter list, working directory and other general parameters for a specific process type.

    Step 5
  6. Use the Destination page to manage process definitions, which need to exist for each Crystal report that is to be run or scheduled using PeopleSoft Process Scheduler.

    Step 6
  7. The Type field displays only those output types that were made active on the system settings.

    Step 7
  8. The Format field displays only those output formats that were made active on the system settings.

    Step 8
  9. Use the Schedule JobSet Items page to create jobs if the user needs to run a series of processes.

    Step 9
  10. To specify options for individual jobs or processes, expand the hierarchical view of the job and select the output type and output format for the required items from the Type and Format lists.

    Step 10
  11. For each process, you need to specify the output type from the Type field.

    Step 11
  12. For each process, you need to specify the output format from the Format field.

    Step 12
  13. Use the Process Request Dialog page to submit a process request and be routed to the Process Scheduler Requests page.

    Step 13
  14. Use the Process Scheduler Request page to specify process variables, such as output types and output formats for the reports.

    Step 14

You have successfully reviewed the Understanding How to Run Report from Process Scheduler topic.

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