Arguments needed to set up Task for Automatically Emailing Reports

You can use Windows Task Scheduler to automatically run and email certain reports in RFMS. Since the Task Scheduler is a Windows feature, your local technician will be responsible for setting up and maintaining the tasks. 

The RFMS reports that are currently able to be scheduled are:

• Sales Reports
• Materials Analysis
• Job Cost Analysis
• AR Aging

IMPORTANT: These reports CANNOT be configured if...

1. 1. You use Enterprise Manager and have roles set on access to the Sales Reports module or these reports.
   2. You have passwords set on either the module or the actual report(s).

Step 1: Create Saved Report Filters in RFMS

Filters must be set up and saved with a specific name in RFMS for each report. The name of the saved filter will be used when setting up the arguments for each task in Windows Task Scheduler. Following is an example of setting up a filter.

NOTE: Saved filters in RFMS are user specific. Therefore, the user who creates the saved filter MUST be the same User Account that runs the task in Task Scheduler.

When creating the filter it is best to NOT USE ANY SPACES in the filter name.

Tip: if you are setting up a report to run daily, and want to have it run for the current date, make sure to set the date in the Saved Filter. To do this, highlight the desired date fields and type "D" to have it automatically load the current date. Do this for the "From" and "To" date fields, if needed. 

Click this link for more information about saving filters in RFMS: Saving and Loading Filters on Find Screens and Reports

Step 2: Creating the Argument for Task Scheduler

Note: you may find it easier to type the argument into a Notepad file then copy and paste it into Task Scheduler when setting up the task. 

Each task will need the following: 

1. Path to the Module Executable (see table below)
2. Function Name (func) (see table below)
3. Saved Filter Name (p1) (refer back to the Named Filter created in Step 1)
4. Recipient's Email Address (p2)

Each argument must be configured (using items 2-4 above) as in this example:

func="Function_Name" p1="Saved_Filter_Name" p2="[e-mail]"

RFMS Report Name (for reference only - this is not the saved filter name)	Module Executable	Function Name (must be enclosed in quotes)
Sales Totals	rmanager.exe	"sales_totals"
Materials Analysis	rmanager.exe	"mat_analysis"
Job Cost Analysis	rmanager.exe	"jc_analysis"
AR Aging	ap.exe	"ar_aging"

Step 3: Setting Up the Task in Task Scheduler

1. From the Windows Start menu, select Administrative Tools > Task Scheduler.
2. In the Actions panel, click Create Basic Task.
3. In the Create a Basic Task dialog, enter a name for the task and click Next.
4. In the Task Trigger dialog, select how often you want the reports to run.
5. In the Action dialog, select Start a program and click Next.
6. In the Program/script field, browse and select the path to the correct module executable in your RFMS Directory (For example: C:\RFMS\rmanager.exe)
7. In the Add arguments field, enter the argument created above in step 2.
   (For example, func="sales_totals" p1="Daily Sales Totals" p2="[e-mail]")
8. Click Next.
9. In the Summary dialog, select Open the Properties dialog for this task when I click Finish and then click Finish. The Maintenance Manager Properties dialog opens.
   (If the Properties window for the Maintenance Manager task did not open, double-click the task name in the Task Scheduler Library).

The Properties window opens with the General tab displayed.

1. Under Security Options, identify the domain/Windows account currently associated with the task. If it is not the correct account, click Change User or Group and select the correct account.
   

   NOTE: The account that runs the task must be the same user that created the Saved Filter in Step 1 (remember, saved filters in RFMS are user specific).

2. Select Run whether user is logged on or not.
3. Select Run with highest privileges option.
4. In Configure for: select the correct configuration for your PC or Server. 
5. Click OK to complete. 

To test the report, right-click on the new task and select Run. Then check the recipient's email to see if the report email was received. 

Additional examples of arguments for each report:

• Sales Totals:  func="sales_totals" p1="Daily_Sales_Totals" p2="[e-mail]"
• Materials Analysis:  func="mat_analysis" p1="MaterialsAnalysisReport" p2="[e-mail]"
• Job Cost Analysis:  func="jc_analysis" p1="JobCost_Analysis" p2="[e-mail]"
• AR Aging:  func="ar_aging p1="AR-AgingReport" p2="[e-mail]"

If you have any further questions, please submit a new support ticket to [e-mail].