The creation of a scheduled report is done from a PDM task:



When selecting a tool that uses scheduling, it is necessary to release and restart the task:


 


The administrator will then be able to define the periodicity of execution of the task in the Scheduling section:



In the section: Tool options, the administrator must set the tool parameters:




It is therefore necessary to choose the type of file generated by PDMReport:


  • Either an Excel file (You must then choose the Excel template to be used):



  • Either a CSV file



In both cases, it is necessary to select the location of the file generated by PDMReport :



For the file name, it is possible to set the name using the variable concatenation control It is therefore possible to use a counter SmartCounter in the file name generated by PDMReport.



Next, choose the queries to be added to the PDMReport, see section: Adding queries