Question

Scheduled Reporting

Records Management Laserfiche Cloud

Updated June 9

asked on June 7

Am I blind or is there actually no way to create a metadata report, save it, and have it run on a schedule (daily, monthly, weekly, etc.)? Seems like something that should be integrated in the reporting function. I just need the same metadata report ran once a week. It's easy enough to generate but I don't want to have to do it each week or have it dependent on me being available the day it needs to run. I would have thought you could save reports and then create a schedule for them but I can't find any information about how to do this.

Thank you.

Amanda Payne

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Replies

replied on June 7

Ok I see, I was thinking of a report for a person to review.

What your trying to do is automatically send data to another system, and using a file based format to do so.

As far as I know the only way to generate a file, on disk, for transfer to another application is via C# or Visual Basic, which are both available in Workflow, under the script object.

Most systems are switching to REST based API bridges which are more convenient since you can just use the HTTP Post object to send the data and no programming is required. Also HTTP requests are easy to encrypt and verify the destination. As soon as they offer REST, I highly recommend switching your bridge to this.

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replied on June 7

To expand on Chad's point a little (hope you don't mind me putting words in your mouth), Workflow might be a good tool to use since it can run either on a schedule or be triggered by a document being added/updated in the repository.

Workflow can gather the key metadata and push that to another system by making a web service call or writing into a database, if those are options.

If they're not options, then yeah, write to file via script, but hopefully there's a better option.

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replied on June 9

Thanks. We'll do some research into the best way to make it happen.

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replied on June 7

The reports usually run when you access them because they need a medium to display the data in (your internet browser). What is the case for scheduling them to run? Are they taking too long to present the data?

There is a report scheduler in the latest version of Forms, although I have not found it to be too useful since the reports should be only a click away and if anything you just need a reminder with a link to the report.

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replied on June 7

We are trying to automate a whole process where, after the metadata is populated, the report is automatically ran, exported to excel, and then that data is uploaded into another software system to populate the information there.

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Scheduled Reporting

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