A scheduled report is created from a PDM task:



When selecting a tool that uses scheduling, you must confirm and reschedule the task:


 


The administrator can then set the frequency of the task in the Scheduling section:



In the "Tool Options" section, the administrator must configure the tool:


 



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


  • Consider an Excel file (in which case you must select the Excel template to use):



  • Consider a CSV file



In both cases, you must select the location of the file generated by PDMReport:


 


For the file name, you can configure it using the variable concatenation feature.This means you can use a SmartCounter in the file name generated by PDMReport.


 


In task mode, you can overwrite the reports each time the task runs; you can also choose to keep a certain number of reports by checking the box:



In this case, the file name will be automatically incremented so that only the specified number of reports is retained.

For example, if the file name setting is:

 

The first document will be named:

PDMReport-1

The second one:

PDMReport-2

...

You must therefore specify to the tool which file should be deleted in order to keep the old reports; in this example:

PDMReport-


Next, you must select the queries to add to the PDMReport; see the section: Adding Queries