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If you have a large report that takes some time to run (such as a report on all the families in the diocese), you can schedule it to run overnight. This way, you can use your time in the office more efficiently. You can also schedule reports to repeat at certain intervals, like weekly or monthly.

Allowing PDS to Run Overnight

Before you can schedule reports, you must set up a scheduled task on your computer to allow the program to run after hours. If you use the local desktop installation of PDS, you'll set up a Windows® scheduled task. If you are an OnDemand client, you'll set up a scheduled task from your OnDemand window.

   

 To set up a scheduled task for PDS desktop

Useful Information

The following procedure is for Microsoft® Windows 10® users. For information on creating scheduled tasks in earlier versions, see the help documentation for your version.

  1. Locate the Task Scheduler on your computer.
  2. In the Task Scheduler window, under Actions, click Create Basic Task.
  3. In the Create Basic Task Wizard, enter a name for the scheduled task, such as "PDS Scheduled Reports", and click Next.
  4. In the Task Trigger window, select how frequently you want to allow scheduled reports to run, and click Next.

    Tip

    This option tells your computer when to allow the program to run scheduled reports. You will set up the actual day(s) that your reports run within PDS. We recommend selecting Daily here to avoid conflicts with the day(s) you set up.

  5. The start date should be today's date, then select a time when you want report scheduling to occur, and click Next.

    Note

    We recommend selecting a time when no one is working in PDS, such as 11:00 p.m. Make sure your computer (if PDS is installed locally) or your server (if PDS is installed on a network) is not turned off or set to go into hibernation mode during the time you select.

  6. In the Action window, select Start a program, and click Next.
  7. In the Start a Program window, click Browse, select your DioOffice program .exe, and click Open. The program path displays in the Program/script field, and should have an .exe extension. For example, "C:\PDSDO10\DioOffice.exe".

    Useful Information

    If the information does not display in the Program/script field, right-click your PDS DioOffice desktop icon, and click Properties. Copy the information that displays in the Target field and paste it in the Program/script field of Windows Scheduler.

    Note any spaces in your program path. If it contains spaces, the Task Scheduler will put quotation marks around the path. If this is the case for you, make sure to put quotation marks around the path name in the next step.

  8. In the Add arguments field, enter "d=", then the program folder (with quotation marks, if needed), then a space, then "DoDioNet". For example, "d=C:\PDSDO10\ DoDioNet". Click Next.
  9. Review the information, and click Finish.
 To set up a scheduled task in OnDemand
  1. In your OnDemand window, double-click the Schedule Tasks icon .

    Tip

    If you don't see this icon, please contact PDS Support for assistance at 1-877-737-4457.

  2. On the Scheduled Tasks tab, click Add.
  3. In the Schedule a Task window, select the task, PDS DioOffice Sync Parishes.
  4. Enter the time and select the day(s) for the task to run. The servers are set for Eastern Standard time. Click Adjust to enter your local time.

    Useful Information

    We recommend selecting a time when no one is working in OnDemand, such as 11:00 p.m.

  5. Click OK.

Scheduling Reports

After you allow the program access, set up which report(s) to run and which selections to use. You can schedule up to 10 reports to run each day.

  

 To schedule a report
  1. On the Reports tab, click Schedule Reports.
  2. Click Add.
  3. Enter or select the date you want the report to run.
  4. Select the type of report then the report name.
  5. Click Edit the Report Setup and Selection. Proceed through each window, and make any necessary selections. When you're done, click Save Report Setup.
  6. Click the browse icon , and select where to save the report once it completes. Enter a file name, select the file type you want, and click Save.

    Useful Information

    You must save the file in a location that is accessible to the program after hours. To ensure this, we recommend using the SchedRep folder located in your program folder. When you click the browse icon, this folder is selected by default.

    Tip

    Make sure the file type you use to save your report makes sense for your purposes. For example, if you're scheduling an export report that you plan to open and work with in a spreadsheet application, you'd want to select the .csv file type. If you're scheduling a letter report that you plan to print and send out, the .pdf file type may work best.

  7. Select Add the Date (YYYY-MM-DD) to the filename if you want to include the date. This is helpful for reports you plan to repeat, so you can differentiate between them.

  8. If you want to send an email notification when the report is finished, enter an email address for Send Email to. To email multiple people, separate each address with a comma. For From Email, enter the address that should display as the "reply" email.
  9. If you send an email notification, select whether to attach the report file itself to the email. This is useful if you're sending the notification to people who need to see the report information but don't have access to PDS.
  10. To repeat the same report with the same selections at later intervals, select an option from the Repeat drop-down list.
  11. Click Save.

    Useful Information

    If the scheduled run still displays in red after saving, make sure you have set up all the necessary selections. For example, fund reports require you to select which funds to print. Click Edit the Report Setup and Selection to check your selections.

    

Your report will run on the day you scheduled it, at the time you set in your task scheduler. Once it runs, the report displays in blue and the Completed checkbox displays in the Schedule Reports window. To see the report itself, click View File. To open the folder where the report is saved, click Open Folder.

Managing Scheduled Reports

You can delete any scheduled runs that are no longer needed. Select the item in the grid, click Delete, then click Yes to confirm.

If a report completed, but you need to use a different setup or selections, you don't have to delete it and add another. You can edit it by clearing the Completed checkbox. Then, make any necessary changes and save it. The report will run again that night with your changes. This will overwrite the existing file as expected.

If a report is still running when you log in, you'll see a message when you go to the Schedule Reports window. If you suspect the report got hung up on something like a selections issue, click Yes to stop it. The report will not be saved. Check your setup and selections for issues before rescheduling the report.

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