Is there a way to run a custom scheduled report more often than once a day?
Rick is correct, once a day is the minimum. You could save your data collection to a local sql table and setup a workflow to create a CSV report using the SDK Script. Then you can schedule your workflow to run as often as you need. Workflow also gives you the option to use more filters than what the Custom Report in Forms allows (ex: pull all data from the previous date).
This is a basic example of what it looks like:
Thank you Angela,
This is a great long term option. It might take a little work, but I think I will try it.
Happy to help! The nice part is, one you setup one structure, you can copy/paste and then adjust your capture and/or variable filters.
Hi Kevin,
I didn't see a way to do that as 'Daily' was the minimum option at least in our version, but what I did was go into the 'Custom Reports' tab, select the report, and then choose to copy it. I did that twice so I could setup a schedule to run the 3 of them at separate times daily. Until there is an option for repeating every so many hours it accomplishes the mission at least. You would of course have to differentiate the name of the report, maybe name each one with the time of day it will be sent at the end of the name.
Rick
Thank you Rick, I was thinking about doing it this way, but I was not sure if there was something I was missing.
Nope, you weren't missing anything! Glad to help, Angela's solution is definitely better long-term. I use workflows to write reports in Excel a lot to email to users, I usually write to a CSV file and then read/write that to an XLSX file. That way you can get the nicely formatted columns and fonts rather than the collapsed columns you get in CSVs like when they are emailed from Forms on a schedule. One tip that might help you a LOT, I know it did me...if you are going to do it this way, try downloading the free version of EPP Plus and put the dll file on your workflow server. That way, you don't have to have the same version of Office on your main server and workflow server, in fact....you don't have to have Office on the workflow server at all. It's so much easier to use than Interop.Excel in your workflow script and makes it simpler to customize the layout!