Scheduling a task as a batch PDF

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The following example shows how to create the task “Weekly report as PDF” as batch PDF.

  1. In Jedox Web, go to Demo Reports > Bikers Best > Report and select the folder “Executive reports”.
  2. Right-click on the folder and select “Batch PDF”. The Batch PDF Wizard opens.
  3. Select the desired PDF reports by holding down the CTRL key. For this example, choose only “Finance Cockpit”. Click Next.
    Note: If you select a folder, all the reports in it will be printed as PDFs.
  4. Select the variables and/or the values that you want to use for PDF creation. For this example, select “Global Varsets”. The following options are available:
    • Quick Varset – allows you to select them from a series of predefined options.
    • Private Varsets – allows you to save a selection just for yourself.
    • Global Varsets – allows you to save a selection for all users.
  5. Click the icon on the lower left and give your varset a name, for example, 14_16, to save the displayed selection. The existing global Varset “Annual Report” selects “All Values”. Click Next.
  6. Set the sorting order. You can sort by report if you select “Group by Report” or by variable set, if you click “Group by Varset”.
  7. Set the report header by choosing it from the dropdown list or by creating a custom one. Click Next.
  8. Select the “Task Generation” option.
  9. If needed, set up the restrictions and password. Click Next.
    Note: If you assign a password for opening a document, the option “No Restrictions Password” is active. If the document is open using that password, the assigned PDF restrictions are not effective.
  10. Give the task a name and a description. Select the trigger and store type. For more information, see Trigger Types and Store Types.
  11. Select the users for which the task should be executed. If you want to send reports to each user of a certain group, use the option “Go over group(s)” and select the user group you want.

Results

Send via e-mail

All the users who executed the task receive an e-mail with the PDF attached. In this case, the created PDFs are not stored on the server.

Store to File System

The PDFs are all stored in C:\_Jedox:Reports_PDFs. For the results below, the option “Go Over Groups” with all groups of a default installation is selected.

Store to Report Designer

The PDFs are stored in the Report Designer in Jedox Web. For the results below, the option “Go Over Groups” with the groups “admin” and “designer” is selected. Click Refresh to actualize the screen with the created PDFs.

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