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