Integrating Reports with Automated JAMS Jobs
JAMS includes a JAMSReport Execution Method to streamline reporting by allowing users to create scheduled Jobs to send out their reports.
Setting Up a JAMS Report Job
To get started, select a default Report Job and open and modify its properties.
- Select the Definitions shortcut from the menu and select the folder where the new Report Job should reside.
- Click the Add button from the Control Bar to open the Add a New JAMS Job Definition dialog.
- In the dialog, give the new Job a Name, Description (optional), and Execution Method.
In this case, select JAMSReport to create a JAMS Report Job. - By default, the full Job Definition dialog will open when the Job is initially saved. Click OK.
- The Job Definition dialog will open.
- Select the Source tab. The source tab for JAMSReport Jobs contains a variety of configurable properties to control the Report Output. Define the report properties as desired for the report this Job should generate.
Report Job Property Description Report Name Select a predefined JAMS Report. Export Path Enter the location where the report should be saved. If the print queue property is defined as an email address, an export path is not required. File Name Enter the name for the report file. Print Queue Enter either a printer name to output the report, or a list of email addresses to send the report. Use commas or semi-colons to separate multiple email recipients. Export Format Use the dropdown to define a file format for the report. The supported formats include: PDF, HTML, CSV, RTF, Text, XLSX (Excel) or Print. Note that using the Print option will send the report output directly to the default printer. Number of Copies Set the number of copies to print. Margins Defines the margins of a report page (measured in hundredths of an inch). When setting this property, the value should be entered as “Left,Right,Top,Bottom”. For example, a 1” top and bottom with .75” side margins would be entered as “75,75,100,100”. Paper Height Define the height of the report page, measured in hundredths of an inch. This property can be enabled only if Paper Kind is set to Custom. Paper Width Define the width of the report page, measured in hundredths of an inch. This property can be enabled only if Paper Kind is set to Custom. Orientation Sets a value for the page orientation - landscape or portrait. Paper Kind Determines the type of paper for the report. If this is set to Custom, the printer paper is selected according to the property's value, and its size is set to the Page Height and Page Width Paper Name property values. Paper Name Sets the name of the custom paper which is used in the output printer. This can only be set if the Paper Kind is set to Custom. Printer Name Defines the printer to use for outputting the report. - Define additional Schedule Items, Parameters, Security, Properties, and Documentation as desired. NOTE: To schedule the report job, add a Schedule Trigger to the Job.
- Save and Close the Job Definition.
NOTE: If both the File Name and Print Queue properties are populated, the generated report is saved and forwarded to the designated recipient or group of recipients. However, if either field is left blank the default printer is used.
NOTE: A Report Job may also be manually submitted at any time.